Van Full
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  • Building Wealth

    What's Your Net Worth? Fretting over your finances can be discouraging. Some people would rather not know the whole picture when it comes to how much money they have saved versus how much they owe. However, unless we can find a way to quantify our personal financial situation, we will struggle to get on a positive financial footing. Another way to say it is: if you can measure it, you can manage it. (more)

  • Weatherford Pre-Retirement Seminar Rescheduled

    The Pre-Retirement seminar in Weatherford, OK has been rescheduled for Wednesday, April 18, 2018. Members who were registered for the February date have been contacted. As space is still available, registration has been reopened for the seminar in Weatherford. (more)

  • Understanding Long-Term Care Insurance

    One important aspect of retirement planning includes understanding a new set of risks and rewards in retirement. The obvious reward is more time spent on the people and/or activities we may have put off during our hectic working years. Two of the primary risks in retirement are longevity (outliving your savings) and inflation (decreased purchasing power over time). The good news is we are living longer, which also means we must be prepared financially to protect against outliving our saving. (more)

  • The 50/20/30 Formula for Budgeting

    Budgets are not usually held in high esteem. For most, budgets feel restrictive, require hours upon hours of organizing receipts, and are generally unsustainable. Instead of accounting for every dollar, set up a framework that keeps spending in balance. (more)

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