Odds are you too have invested far more time than necessary researching some banal household purchase. But if you are nearing your retirement or are already in the midst of it, how much time have you have considered your income strategy in retirement? Was it more or less than the time spent on your last Amazon.com purchase?
Old age “ain’t for sissies.” There is some truth to that.
Creating a trust is a very important step in the estate planning process; but without funding the trust, there is no value to the trust document.
How to Make a Roth Work for You
U.S. stocks were up modestly the first half of the year. The trip was anything but calm. A sharp drop early in the year was followed by a rally moving in tandem with higher oil prices.
Learn to Love the Pullbacks
Learn to Love the Pullbacks
Learn to Love the Pullbacks
There are five words investors should always use with caution: “It is different this time”. In this article Bob suggests two unusual suspects which may explain why “different” may be happening now.
Forget about the get rich quick schemes for a moment and read Scott’s level-headed advice about the pros and cons of owning real estate.
Will the Bull Stumble in 2014?
Will the Bull Stumble in 2014?
In this article, Melissa Taylor sheds light on a subject that has never crossed the minds of many, Digital Assets & Estate Planning.
In Debi Combs article, Fees Matter, she explains the importance of knowing what fees are being charged in your 401(k) plan and how those fees can effect your bottom line at retirement.
Two popular yet contradictory mindsets in modern culture say that you should love what you do and that you should strive to stop doing it as early as possible.
Jamie O’Shields writes about unfunded living trusts and the dangers of staying in the hot seat.
Jennifer May discusses a topic we all hope to never experience but need to be made aware of. Elder exploitation is no joke. Learn how to arm yourself and your loved ones.
Karen Ellis provides important guidance on when to withdraw funds from your IRA. While withdrawal may seem like an easy task, you may find yourself paying more in taxes than necessary.
David Stanley clears up a common misconception some individuals have when they hear the name “Trust Company of Oklahoma.”
Here in Oklahoma, families hold mineral interests, often for generations.
Protecting your assets from creditors may not be the first thing you think about when you wake up but all too often, people do not think about it at all until it is too late. Fortunately, in Oklahoma we have an attractive asset protection vehicle called the Oklahoma Family Wealth Preservation Trust (FWPT) that can help Oklahoma residents and non-residents alike. Read Lesa Creveling’s insightful article (originally published June 2006) on the benefits of this asset protection trust, its tax treatment and how it works in relation to federal bankruptcy law.
Joanna Murphy discusses the challenges individuals face when serving as a trustee or as an executor of an estate. Being a fiduciary carries a tremendous amount of responsibility ranging from detailed record keeping to bill paying, from tax returns to investments. But don’t despair – Joanna also shares how having a corporate trustee such as Trust Company of Oklahoma can help ease the burden when filling this role, especially for friends and family.
Is there a purpose for your prosperity? In other words, what are you trying to accomplish with your wealth?
Many do not realize that gasoline accounts for less than one-half of the products made from a barrel of crude in the U.S
Parents of children with disabilities are often faced with the challenge of providing a level of care most families never experience.
When I retire, I plan to travel to exotic places, spoil the grandkids I hope to have someday and spend lots of time on the beach. I know these dreams won’t come true without some wise decisions on my part–many of which have to do with my retirement plan.
As the old saying goes, nothing in life is certain but Death and Taxes.
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