I was born and raised in Norman, Oklahoma to an incredibly caring and Catholic set of parents, Kathy and Harold. My parents taught me about family and community from a very young age having watched both of my parents be active and engaged members of Norman. I attended Norman Public Schools but struggled with the large class sizes. Having been born deaf, I had an extra set of skills to build so I transferred to George Lynn Cross Academy where I began to thrive...
529 plans and Roth IRAs can both be used to save for college. This article compares the features of these two saving options.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article explains the basics of capital gains taxes when selling a home.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much will it cost to pay off a loan over its lifetime?
How much do you need to save each year to meet your long-term financial goals?