

Are You Making These Common Asset Protection Mistakes? (The Ultimate Guide for High Net Worth Women)
As a wealthy individual myself and having worked with countless high-net-worth women over the years, I've seen the same devastating mistakes happen over and over again. You've worked hard to build your wealth – whether through your career, business ventures, inheritance, or divorce settlement – but are you unknowingly putting it all at risk? If you have substantial assets, you might think that simply having money in the bank and a basic will is enough protection. However, tha


Women Are Better Investors
“God creates dinosaurs, God destroys dinosaurs. God creates man, man destroys God. Man creates dinosaurs.” “Dinosaurs eat man. Woman...


Will You Survive Retirement
Remember the blockbuster disaster film Deep Impact from the summer of 1998? A large comet is discovered far out in space on an eventual...


Top 10 College Funding Tips for Parents
Every Oklahoman knows that in our state, college football is king. While we really like watching the games, especially when the Sooners,...


Habits of the Rich, But Not So Famous
Think back to the year 1984. Big hair was in, disco was out, and a little television show called Lifestyles of the Rich and Famous hit...


7 Smart Retirement Steps
Think back to 2016. Had you known the S&P 500 would start with the worst opening in United States history, experience the largest...


5 Ways to Disinherit Uncle Sam
It’s Monday morning, and you need a jolt of caffeine. So you stop at your favorite local coffee shop. As usual, the large mocha latte...


Questions The Financial Diva Would Ask When Hiring A Financial Advisor
"May I have a copy of your ADV?" You only want an advisor that is an Independent Investment Advisor Representative with an Independent...


Social Security Changes You Should Know
The Old Age, Survivors, and Disability Insurance program, better known as Social Security, is the largest social insurance program in the Un


Easy Button
In order to appropriately plan for your financial road map and set realistic goals, you must first know where you are starting from. We enco




























