Archive for Retirement

The Money Talk with Your Parents: The Five Step Process

by Randy L. Thurman, CFP™, CPA/PFS, Board of Directors and Melissa Geiser, Research Specialist   More adult children are concerned about Mom and Dad and their financial status, and they should be. Our parents are living longer than ever so, before something like dementia or a stroke makes a conversation about money next

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Oklahomans over 50 May Benefit from Debt Reduction Efforts

According to research from policy research organization Demos, Americans over 50 are struggling with high amounts of credit card debt. During a time when debt reduction should be complete and transition to retirement living, Americans over 50 are strapped with more debt than younger people. As quoted in a report from Reuters, low and middle-income

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