OUR LATEST – RETIREMENT PLANNING

The new law expands savings opportunities and provides a new option for unused 529 plan balances.

See how Medicare premiums are affected by IRMAA and what to consider if it happens to you.

With more free time in 2020, Nick dived into the U.S. history. Check out his favorite non-fiction books.

Lessons on estate planning from Thoreau's masterpiece.

What will it take to get us back on the horse and reignite the U.S. economy?

A comprehensive overview of the stock market in 2020.

The essential estate planning documents to ensure your new adult is legally and financially prepared for adulthood.

Oklahoma families now have the right to install monitoring cameras in assisted living residents' rooms. This could help avoid abuse and neglect, but also provide peace of mind during lockdowns. Read Lesa Creveling's article on Tulsa World.

Congress makes charitable giving even more attractive. Read more.

Have you received a stimulus payment made to your deceased spouse? Here is how to return it.

U.S. crude sold at -$37.63 a barrel on Monday, a historic drop below zero. How did we get to this point in the oil and gas industry?

Historic financial stimulus bill includes provisions that impact retirement plans and how businesses can support employees affected by the COVID-19 outbreak.

As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.

We are often asked about the trade-offs between buying and renting a home. In this article, Nick Gallus offers some general advice and observations to help you navigate this decision.

Learn how the SECURE Act provisions for 401(k) plans may affect your retirement plan and the retirement of your employees.

Do not fall for the Suspended Social Security Number scam.

If you have an IRA heading into 2020, here's what you need to know about the new tax law and how it may impact your retirement and estate planning.

Now that the holidays are officially behind us, many of you are revisiting that final vestige of the season: the resolution list.

It’s not just transferring material wealth to our children and grandchildren that we should focus on, but our own personal histories. Read more.

Changes may be on the horizon for legislation regarding Individual Retirement Accounts (IRAs). Understanding and reviewing the proposed bills is prudent before making estate planning decisions.

Food waste is a serious environmental problem in the United States and other parts of the world. Fortunately, there are efforts along the chain from the farm to the consumer to help reduce waste.

Making Sense of the Recent Yield Curve

Here we share some important guidance on when to withdraw funds from your IRA. While withdrawal may seem like an easy task, you may find yourself paying more in taxes than necessary.

We have served our clients with a fiduciary duty since our founding in 1981.

Individual trustees do not need to face all the challenges alone.

How to handle cars in estate planning

Effective retirement planning involves being healthy. Learn how to protect your wealth and your health after you retire.

Financial exploitation and elder abuse continue to rise. How can you protect yourself and your lifetime savings? Read Lesa's article.

Two people very close to me passed away recently. My wife's grandmother and Ed, a family friend. They reminded me of life's greatest mystery.

Are you a small business owner or investor? Please meet Qualified Business Income (QBI) deduction.

Easily find out how much you owe the IRS on income taxes, long-term investment capital gains taxes, or trust taxes. A printable cheat sheet to keep on your desk.

The oil and gas market has been a rollercoaster. Oil barrels reached the $75 price range then dropped again. What does 2019 hold for the energy industry?

What You Need To Know Before Signing Up for Medical Coverage.

Maximize your charitable gifts while saving on Medicare, income taxes and Social Security. Learn how making contributions directly from your Individual Retirement Account (IRA) can be good for the nonprofit and for your pocket.

Thinking you can day-trade your way to riches by being fast is bad thinking. If you can’t outrun a cheetah, don’t even think about out-trading high-frequency trading firms.

Most Americans don't have enough saved for retirement. Is your nest eggs not where it should be? Are you not maxing out your 401(k) contributions? Don't panic. There's still time to catch up with a few strategies and enjoy financial peace of mind soon.

We are pleased to introduce Vice President Bri Ghosn, a financial advisor with over a decade of experience. At TCO, she will provide clients with trust administration, asset management, and retirement planning. Read more.

Planning for retirement involves balancing what you're willing to set aside now with what you'll pay in taxes while in retirement. Splitting your retirement savings between a traditional 401(k) and a Roth 401(k) — or IRA — is sound planning.

Family legacy properties are extremely emotional assets. The feelings triggered by the thought of parting with the family farm, lake cabin or beach house can become the cause of tension among family members.

How to Make a Roth Work for You

There are five words investors should always use with caution: "It is different this time". In this article Bob suggests two unusual suspects which may explain why "different" may be happening now.

Jim Arens discusses what the new year might hold for both stocks and bonds and whether the strong stock returns of 2013 are likely to continue.

In Debi Combs article, Fees Matter, she explains the importance of knowing what fees are being charged in your 401(k) plan and how those fees can effect your bottom line at retirement.

In this article, Jean Kates shares her perspective, as a rancher's daughter, on why establishing a trust is so important.

Don’t miss Paul Giehm’s timely article on four important principles.

In the December 2012 issue of Tulsa People

With the presidential election only a month away, the “fiscal cliff” looming at the end of this year, and the potential for significant increases in taxes beginning next year, investors are focusing  on what might happen and what they should do about it.

Jennifer May discusses a topic we all hope to never experience but need to be made aware of. Elder exploitation is no joke. Learn how to arm yourself and your loved ones.

Protecting your assets from creditors may not be the first thing you think about when you wake up but all too often, people do not think about it at all until it is too late. Fortunately, in Oklahoma we have an attractive asset protection vehicle called the Oklahoma Family Wealth Preservation Trust (FWPT) that can help Oklahoma residents and non-residents alike. Read Lesa Creveling’s insightful article (originally published June 2006) on the benefits of this asset protection trust, its tax treatment and how it works in relation to federal bankruptcy law.

Parents of children with disabilities are often faced with the challenge of providing a level of care most families never experience.