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“Tax efficient” investing means taking steps to minimize losses to taxes in an investment portfolio. However, taxes should not be the primary reason to buy, hold, or sell an investment. Afterall, paying more taxes on an investment that grows substantially can mean...

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Many women are working and taking charge of their own retirement planning. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business? Simply enjoying more time with your grandchildren?...

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With the rise in work-from-home employment roles, there has been an uptick in job scams. These jobs will be advertised in the same way real ones are. They are prevalent on social media platforms and legitimate job sites. The goal of these fraudsters is to get...

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The earlier you make your IRA contributions, the longer they will grow.  So, under that theory, you should have made your IRA contributions for tax year 2023 at the beginning of 2023. However, not everyone has the luxury of having the money ready to invest right away....

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Arvest associates recently sent nearly $12,000 worth of care packages to 114 servicemembers overseas through its annual “Operation Care Package” initiative. The initiative began in 2020 by ArVets, an Arvest associate impact group that advocates for servicemembers,...

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According to the Investment Company Institute’s 2023 handbook, as of the beginning of 2023, some $33.6 trillion worth of assets had been earmarked for retirement. That seems like a mind-boggling amount of assets. However, running out of money in retirement is the...

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The tax deferral accorded to IRAs and qualified retirement plans has helped to push total retirement resources in the USA to $33.6 trillion at the end of 2022 (Investment Company Institute 2023 Fact Book). Eventually, tax deferral must come to an end. The mechanism...

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