I’m So Confused! (End of Year Tax Documents)

on January 30, 2017

This time of year, you begin to get tax documents that you will need when you complete your income taxes. Some of the most confusing documents involve your investment accounts, and I want to give you an overview of what you can expect to receive.

Read More | Comment

Job Changer’s Financial Checklists

on January 23, 2017

This blog post is provided by the Financial Planning Association. As you look forward to starting a new job, it’s important to consider how you will manage your finances while making the transition from one employer to the next.

Read More | Comment

New Year’s Prosperity Points

on January 16, 2017

Each morning, at approximately 8:05 a.m., I have a one-minute radio spot on SportsTalk radio, 1400 AM, 99.3 FM. The first week of January, I offered the following five spots that I believe will help you organize your New Year and have a more prosperous 2017.

Read More | Comment

Strategies for Keeping Your Resolutions

on January 9, 2017

A New Year is always a good time to make a fresh start and some resolutions! Psychologists say that most goals are abandoned well before the end of January. This is why gym memberships are pushing year-long memberships now! To help you be successful this year, I want to give you a piece of advice:…

Read More | Comment

Prosperity Points for 2017!

on January 3, 2017

Happy New Year! Happy 2017! This is your opportunity for a fresh start—to try to accomplish new resolutions or revisit some older ones. I hope one of your goals involves creating or reviewing your financial plan. Here are a few tips to help you get started.

Read More | Comment

Prosperity Points for Happier Holidays!

on December 23, 2016

Even though the holidays are called “the most wonderful time of the year,” the money that you spend can leave you feeling more like the Grinch than Santa Claus. Between the parties, the family meals, and the presents, sometimes it seems that all we do in December is spend money. However, it’s possible to have…

Read More | Comment

Prosperity Points on Being Thankful

on November 7, 2016

Thanksgiving is one of the best holidays of the year! It doesn’t come with an expectation of presents, and it focuses on food. Happily, more employers are opting out of opening early, and it is the last day before the craze of the holiday season begins. Best of all, it is a day dedicated to…

Read More | Comment

Money isn’t Scary!

on October 14, 2016

Halloween can be fun, or it can be scary. Generally, we can choose whether we want to focus on fuzzy black kittens and smiling jack-o-lanterns or go through extreme “haunted” houses and watch slasher movies. Of course, sometimes, truly awful things happen, and these stories leave us disturbed and shaken. Our money also can be…

Read More | Comment

Planning at the End of the Summer

on August 25, 2016

By any measures that matter, summer is over. Vacations have ended, school has started, and OU football is in the air. It’s time to get back to work. Before the holidays become your next excuse, I want you to spend some time organizing your finances. Even though we work a solid forty hours A WEEK…

Read More | Comment

Saving for a Sunny Day

on July 18, 2016

As part of my membership in the Financial Planning Association, they provide great articles that I can share. Here’s one for you to help you prosper! Peggy Getting Started … The first step in any investment strategy is to develop goals. First, check to see if you have enough reserve funds to cover emergencies or…

Read More | Comment