Who Are You Wearing? Making Your Finances Oscar Ready!

on February 9, 2020

Nothing is more glamorous than the red carpet at the Academy Awards. People in the know say this year’s fashion will be focusing on puffy sleeves, whimsical tulle, and color! Of course, every celebrity can’t wear every fashion, and it’s up to the designer to select what will make the star look the most glamorous….

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Stretch IRAs Snapped Back Under the SECURE Act

on January 24, 2020

Savvy estate plans just lost a popular tool for managing the tax liability of inherited individual retirement accounts (IRAs). The SECURE Act, which became law at the end of 2019, changed many rules around retirement contributions and withdrawals. Prior to the Act’s passage, when beneficiaries inherited an IRA, they had the ability to take their…

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Why Do We Eat Black-Eyed Peas on New Year’s Day?

on December 29, 2019

Especially if you live in the south, black-eyed peas are always part of the meal on January 1st. We eat them for prosperity in the coming year. The origins of eating black-eyed peas for luck on New Year’s is somewhat unclear. However, we know the practice goes back as far as 500 A.D. when they…

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Being Thankful

on November 14, 2019

Thanksgiving is one of my favorite holidays because it has little stress. It doesn’t come with an expectation of presents, and it focuses on food! Even though the Thanksgiving Day Parade ends with Santa’s arrival in Times Square, more employers are giving employees the day off and beginning the crazy holiday season after midnight. The…

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Term or Whole Life Insurance?

on September 6, 2019

Have you ever heard the financial phrase, “Buy term and invest the difference?” It’s a common saying, and sometimes, it’s great advice. However, like all financial issues, the decision is a little more complicated than it might look. Let’s start by reviewing the advice. The recommendation is to purchase term life insurance rather than whole…

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Ask Peggy About College Funding

on August 6, 2019

Can you believe how quickly the summer is coming to an end? It seems like just last week, my family and I were watching 4th of July fireworks, and making homemade ice cream! Now, back to school activities are top priority in everyone’s mind. Here in Norman, OK, heading back to school reminds us that…

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Prosperity Points for Your Wedding

on July 7, 2019

Your wedding day is one of the milestones of your life. Many people dream about the perfect wedding for years, but let’s face it—weddings are expensive. Here are some tips to help you have the wedding you always wanted without breaking your budget. Start planning early. Find the dress, book the venue, and choose your…

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Achieving Your Financial New Year’s Resolutions

on January 8, 2019

Happy 2019! Do you make a financial New Year’s resolution only to watch it crumble by Valentine’s Day? Don’t feel bad. Most of us break our resolutions before we’ve finished the Christmas cookies. I want 2019 to be the year you succeed. Next December 31st, I want you to look back and see the progress…

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Investing Isn’t Spooky!

on October 5, 2018

Sometimes, you can dread seeing the envelope of your financial statement. Even when the markets are doing well, you can have that cold feeling that you don’t really know what you are doing. Well, finances don’t have to be spooky. Here are a few tips to keep the monsters away. Always work with a financial…

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Investing in Fireworks!

on July 3, 2018

Nothing is better than fireworks on the 4th of July! Out of seemingly nowhere, bright colors explode in the sky, dazzling everyone who sees them. Then, almost instantly, they are gone. Some investments behave a lot like fireworks. Companies or concepts capture everyone’s attention, and investors are exuberant. They rush to invest only to have…

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