Financial Education

  • A couple meeting with their financial advisor

    Investing for Major Financial Goals

    August 23, 2022

    Wealth Management

    Go out into your yard and dig a big hole. Every month throw $50 into it but do not take any money out until you are ready to buy a house, send your child to college, or retire. It sounds a little crazy, right?

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  • A young girl, her father and grandfather smiling for a photo on a fishing dock together

    Celebrating Senior Citizens Day

    August 19, 2022

    Wealth Management

    Forty years ago, President Ronald Reagan signed Proclamation 5847 and marked August 21 as the day seniors will be celebrated.

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  • A man hugging his pet bull dog

    Pet Scams

    August 17, 2022

    Risk & Fraud Awareness

    Pet scams are big business these days, with scammers posing as breeders and raking in money from many people in the United States.

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  • A family unpacking groceries together in their kitchen

    Strengthen Your Spending Plan to Withstand Inflation

    August 12, 2022

    Financial Education

    Inflation. It’s affecting almost every industry, individual and aspect of our lives. While it’s uncertain how long inflation will last or its long-term effects, you can take strategic steps today to help protect your finances from its impact.

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  • A graduate and family member smiling for a photo

    Saving For College: Why You Should Consider A 529 Plan

    August 11, 2022

    Wealth Management
    After new legislation that passed in 2019, 529 plans are more flexible than ever to help you make the most of your investment and your tax-free earnings.
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  • A smiling college student walking on campus

    Choosing College in the Game of Life

    August 2, 2022

    Wealth Management
    The Game of Life (the board game introduced by Milton Bradley as The Checkered Game of Life) was originally created over 160 years ago, in 1860. In the modern version released in 1960, the game starts out with an interesting scenario.
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  • A close up of someone signing a document

    Inherited IRAs

    July 26, 2022

    Wealth Management

    Quick question: Would you prefer to inherit—1. A $200,000 portfolio of stocks and bonds, or 2. A $200,000 IRA invested in the same stocks and bonds?

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  • A close up of a hand holding house keys

    Can an ARM Help You Achieve Homeownership?

    July 21, 2022

    Homeownership
    Has the recent uptick in mortgage rates put your homebuying dreams on hold? If so, an adjustable-rate mortgage (ARM) may provide an option that makes homeownership a reality.
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  • An older couple on a beach vacation with their kids and granddaughter

    Travel Trusts: Giving the Gift of Experiences

    July 14, 2022

    Wealth Management

    With restrictions winding down and summer in full swing, Americans are beginning to experience some of the wonderful travel they previously deferred.

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  • A family walking out to the beach on their summer vacation

    Tips To Make Summer Travel Go Swimmingly

    July 12, 2022

    Financial Education
    Summer traveling is all about relaxation, family time, or just getting away from your everyday routine. It is a time to leave your worries at home. Here are some helpful tips to put your mind at ease this summer while traveling.
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  • A couple meeting with an Arvest associate

    Why Relationship Banking Matters

    July 7, 2022

    Financial Education
    Rather than solely focused on meeting their bottom line, great banks focus on building relationships with their clients. They take the time to understand their business customers’ needs and objectives.
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  • Two women working in a small business looking at a tablet together

    Making PCI Compliance a Priority

    July 6, 2022

    Small Business

    When it comes to the day-to-day operations of your business, you have a lot on your plate. With fraud and data security threats constantly evolving, you need to be aware of safety measures to keep your customer card data protected.

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