The Blog

Wait, you thought I meant the holidays? Ha. As much as I love Andy Williams, what I REALLY mean is tax planning season. That is to say, year-end moves. 🙂 And next week, I’ll give you some generalized moves you can make that can affect your tax bill (in positive ways only). But the real reason I get excited about … Read More

I hope your Thanksgiving weekend was as filling as mine. I’m still enjoying the leftovers! In my opinion, that is one of the very best things about the holiday … that, and all of the political conversations around the table. Whoops. I’m kidding about that last part. Anyway, speaking of leftovers, part of the process of digging out from under … Read More

With the Thanksgiving leftovers mostly consumed by this point, we are turning our eyes to year-end matters. And this year, there are LOTS of things to consider as we approach 12-31-18. Because yes — the standard deduction this year has been significantly increased, and it might make sense for you to take that. Or, it might not. There are so … Read More

Is it just me, or does it feel like Thanksgiving week arrived suddenly this year? And how did it get here so fast? With so many momentous events over the past few weeks (elections, shootings, wildfires, and more), it feels a bit surreal — and incongruous, even — to think about pausing for the sake of giving thanks. But, as … Read More

The internet can be a confusing, anxiety-inducing space. The national news is downright scary (and tragic), and places that used to be the province of baby pictures and goofy status updates are becoming increasingly divided over cultural questions and differences. But on top of it all, finding good information about how to rightly handle your finances in light of the … Read More

You pay your bills on time. You try to save as much as you can. You even follow the advice you read in the books and hear on the radio about how to keep your finances in check. But you’re still not getting ahead. Well, sometimes, it’s the unchallenged, mental assumptions about how we’re handling our money that rise up … Read More

Here we are in the fall, and the pace of life has clearly accelerated for most families in Oklahoma City. Even if you don’t have school-aged children, there’s just something about this season that increases the intensity for everyone. Maybe it’s just football season. And because it’s so intense, it’s easy to put off difficult things to face. Like tax … Read More

As a general rule, most debt isn’t helpful to you. In fact, I could probably state that more clearly: debt can be a massive load on your financial future and typically weighs heavy on you personally. And, of course, that is especially true of student loans. Now, much can be written about the explosion of student loan debt over the … Read More

I might be wrong, but I get the sense that many of my friends and clients in Oklahoma City are getting wiser about the dangers of our digital age. Because they are, indeed, quite real. There is a famous clip of an interview with NYT-bestselling author, and cultural commentator Simon Sinek that made the rounds about a year ago on … Read More