Wealth Management

  • An older couple walking hand in hand with their suitcases at the beginning of a trip

    Is Your Retirement Plan Ready for the Transition?

    June 24, 2026

    Wealth Management
    Retirement can be an emotional and financial transformation, a declaration of financial independence. When you're approaching a new season in life, change can be challenging, even intimidating at times.
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  • A smiling couple meeting with their financial advisor

    Market Volatility: Navigating Today's Changing Markets

    June 9, 2026

    Wealth Management
    To explore what investors should focus on today, we are sharing a conversation with Arvest Wealth Management's Chief Investment Strategist, Clay Nickel.
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  • A senior couple looking at paperwork together in their living room

    Navigating the Complexities of Executive Compensation

    May 29, 2026

    Wealth Management
    The central premise of qualified retirement plans is that the taxpayer will be in a lower tax bracket in the future, perhaps a much lower bracket. For some, especially the highly compensated, that won't necessarily be so.
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  • Retired couple on living room couch

    Understanding Your RMDs & Roth IRA Strategies

    November 19, 2025

    Wealth Management
    If you turn 73 this year, you must begin your Required Minimum Distributions (RMDs) from your traditional IRAs and employer retirement plans (no RMDs from Roth IRAs).
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  • A financial advisor and client sitting down for a discussion

    How to respond to volatile investment environments

    May 19, 2025

    Wealth Management

    This year, even seasoned investors have been feeling at times like they are on a rollercoaster without a safety bar.

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  • A young couple smiling and walking in an outdoor shopping area

    Five Keys to Investing for Retirement

    May 8, 2025

    Wealth Management

    Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments.

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  • A couple walking in a neighborhood holding hands

    Should You Buy Long-Term Care Insurance?

    March 14, 2025

    Wealth Management

    The longer you live, the greater the chances you'll need some form of long-term care.

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  • A couple meeting with their financial advisor to discuss retirement plans

    How much should you save for a comfortable retirement income?

    March 3, 2025

    Wealth Management
    The number one regret many retirees have is not saving more earlier in life, and their biggest worry is running out of money in retirement.
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  • An older couple building a snowman together outside

    What are your IRA options?

    February 18, 2025

    Wealth Management
    Let’s consider the following scenario. You have $7,000 for an IRA contribution. Should you put the money in a traditional IRA or a Roth IRA?
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  • An older couple walking their dog in the snow

    End of the year approaches, have you taken your RMD yet?

    December 9, 2024

    Wealth Management

    Tax deferral on retirement savings eventually comes to an end.

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  • A couple meeting with their financial advisor to discuss IRAs

    Converting or Rolling Over Traditional IRAs to Roth IRAs

    December 4, 2024

    Wealth Management

    The end of the year can be a good time to review current investments and consider potential changes. One common topic is converting or rolling over a Traditional IRA to a Roth IRA.

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