Thoughtful Decision-Making

A few weeks ago, I was meeting with my state legislators. Eventually, the subject of our conversation turned to Oklahoma’s voting process – or more accurately: how ridiculously difficult that process is.

Live More

Recently I watched a movie called Woman Walks Ahead, a 2017 American biographical drama film directed by Susanna White and written by Steven Knight.

The movie tells the story of a woman named Catherine Weldon, who’s a portrait painter from 1890s Brooklyn. She travels to Dakota to paint a portrait of Sitting Bull and in the process becomes embroiled in the Lakota peoples’ struggle over the rights to their land.

Grandma's Hankie

This is a story that demonstrates the significant value of what WE do as financial planners and how meaningful the human connection is for both the giver and receiver.

Tax Returns: Taking Care of What's YOURS

Tax season is in full swing once again. For many people it’s a stressful experience of hair-pulling proportions. It’s unavoidable, but there is an enticement: the potential refund a taxpayer receives after filing their return. 

IRS--Here To Help

We have all heard the old saying--"Hi I'm from the IRS and I'm here to help."  To me this represents a situation to which the response usually goes something like--"Yeah right."  Well this morning that exact scenario played out with the Social Security Administration for a widow filing for benefits.  

This family have been clients for many years and fortunately for the widow we had already run her Social Security projections.  This dedicated software program is designed to help decide which option to choose and is especially helpful in unusual situations.