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...

Vacation Rental Scams

4 Things to Consider Before Booking Your Next Trip 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...

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...

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.To...

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. Once your...
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