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…

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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…

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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…

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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…

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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…

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What’s New at DM Wealth?

on July 7, 2016

Second Quarter Update! The second quarter was unbelievably busy at D.M. Wealth. I gave ethics seminars to our local Financial Planning Association chapter in Oklahoma City, the Garrett Planning Network online, and the Shareholders Service Group conference in San Diego. I also had a booth and spoke at the McFarlin UMC Senior Options Seminar in…

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