Do You Have Too Many Accounts? Consolidate!

Do You Have Too Many Accounts? Consolidate!

Common Problem. Easy Fix. The Problem of Too Many Accounts Many people who grew up during the depression era learned that it was not good to put all their eggs in one basket. The risk of losing the basket along with all their eggs was too high. This lesson applied to...
Financial Tip for June 2021: Review and Plan

Financial Tip for June 2021: Review and Plan

June, the midpoint of the year, is a great month to review your annual spending plan and make adjustments as needed. This will ensure that you have the necessary funds for vacations and other summertime activities. In addition to your monthly budget items, seasonal...
4 Seniors: How to help an elderly parent with their finances

4 Seniors: How to help an elderly parent with their finances

  OKLAHOMA CITY (KFOR) – Many adult children serve as financial helpers to their elderly or ill parents. They provide services like paying bills, handling deposits and investments, filing insurance claims, preparing taxes and more. If you believe your parent...
Are You a Financial Hoarder?

Are You a Financial Hoarder?

There’s a chance you are a financial hoarder and you may not know it! What causes this? Let’s tackle the issue! You may wonder what a “Financial Hoarder” is. With all of the media attention that has been given to the hoarding of physical objects, there has been little...