Fri, 2015-07-10 11:08

Here is our view of the developing situation in Greece as of Tuesday, July, 2015.

At this point in time we do not see the need to make any changes to your investments because of the financial troubles in Greece. 

Tue, 2015-06-16 14:08

Early on, when Lauren was about four and a half, Kelly and I decided to use a piggy bank that Lauren had gotten as a gift to begin teaching her about how to save money.

Fri, 2014-08-22 14:06
Oklahoma, Financial Lesson, Program for International Student Assessment

How do you begin to teach your younger children how to manage money? How do you begin to teach them about taxation? Creating and managing their credit?

Fri, 2011-08-05 10:22

Well it has been a difficult week in the market. As of this writing, Thursday at 3:15pm CST, the Dow Jones Index* closed down 512 points, it's now at 11,383.68

Here's 3 things the "talking heads" on TV will tell you;

  • This is the worst one day drop since October 22, 2008.
  • In the last 9 trading days, approximately $1.3 Trillion ($1,300,000,000,000) of value has been lost in the market decline.
  • The market has been down 9 of the last 10 days.

You may be wondering, what should I do?

Thu, 2011-02-24 15:39

Key Points

    * Authorized by 2001 Federal Tax Law
    * How The Roth 401(K) Works
    * Comparison With Roth IRAs
    * Planning Pointers
    * Points to Remember

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