OUR LATEST – RETIREMENT PLANNING

To achieve flexibility in retirement, it’s not just about saving enough—it’s also about where you save.

Financial wellness programs are a win-win for employers and employees. We break down why it's a smart move for businesses.

Congress is considering another bipartisan retirement bill called the Securing a Strong Retirement Act (SECURE Act 2.0).  If it passes, here are two proposed changes that will primarily affect retirees and those approaching retirement.

Recently, Thomas W. Wilkins retired as CEO of Trust Company of Oklahoma after 30 years serving our clients. He will remain as Chairman of our Board of Directors and the values he has instilled in all of us are his strongest legacy.

A 2021 Oklahoma State bill authorizes the electronic monitoring of assisted living residents' common areas.

While the topic of substance abuse in families can be difficult, it's a growing epidemic that is important to take into account when estate planning.

For your sake, I have decided to wrap up with a single reminder I regularly direct at myself.

Our colleague is taking an early retirement at the end of the year. Although we don't normally announce retirements in this publication, it is important to note a few of Bob's lasting impacts on us, his colleagues.

Understand the risk of negative interest rates in the U.S.

Avoid being a victim of financial exploitation.

Does anyone care about government spending and debt? And who will pay the bill?

We ended 2018 with high volatility, but McCormick is optimistic our investments will be better off soon. It’s not shaping up to be a straight line though.

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.