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  • Estate Planning At a Glance

    “Estate” may sound like a fancy word, but everyone has one. Your estate is made up of everything you own – your car, home, bank accounts, investments, life insurance, furniture, and your prized baseball card collection. To ensure what you have is given to the people or organizations you care about most, you will need to provide instructions on how to handle your estate after your death. (more)

  • Vacation Rental Scams

    According to an OPERS New Retirements survey, 20% of recent retirees are planning to travel. Vacation rental stays are on the rise, across all age demographics. Unfortunately, this presents an increased opportunity for scammers. Here are 4 things to keep in mind before booking your next trip. (more)

  • 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)

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