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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Planning Your Summer Vacation!

on April 4, 2018

It’s hard to believe that your summer vacation is less than three months away. We dream about warm beaches, mountain hikes, or shopping in the city, but we don’t like to think about the cost of our week or two of freedom. Here are a few tips to help your summer vacation be the best…

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Avoiding Holiday Stress

on December 6, 2017

As much as we look forward to the holidays, let’s face it—sometimes they can be stressful. Before you get caught up in all the events, create a strategy so you can have a good time.

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Managing the Equifax Data Breach

on October 9, 2017

  The Equifax data breach is a serious issue that, unfortunately, is still developing. Equifax is one of the three largest consumer credit reporting agencies, and initial reports suggest 143 million people may have been impacted.

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Prosperity Points for Financial Football

on September 1, 2017

Everyone loves college football just about as much as they hate organizing their finances. However, the two activities have more in common than you might think. They require a good offense, a solid defense, and some effective special teams. To play financial offense, you have to be proactive with your money. These steps include creating…

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Portfolios and Potato Salad

on July 10, 2017

This was first published in my newsletter, Money Matters. Email for a free subscription! Your investment portfolio is a lot like potato salad! Although this doesn’t seem possible, the similarities are amazing. Potato salad has many ingredients; some taste good by themselves, and some don’t. Your investment portfolio also has many different asset classes…

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