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  • A couple gardening together

    Planning for All Stages of Retirement

    August 18, 2023

    Wealth Management

    Most of our lives we are concerned with living in the moment–figuring out what we need to do today and how we might accomplish it. Sometimes, we can move beyond the moment, and think of our goals for the month, or even goals for the year.

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  • A family with two young kids playing together in their living room

    Avoiding Credit and Debit Card Scams

    August 17, 2023

    Risk & Fraud Awareness

    Imagine it’s the first day of school, and we’re handing you a pop quiz. How would you rate your knowledge of credit and debit card scams? Are you more on the “I got this” end of things - or “I’m totally lost”?

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  • A family with two young kids playing together in their living room

    Arvest Offers Seven Tips for Improving Your Credit Score

    August 14, 2023

    Financial Education

    Credit scores say a lot about financial health and habits, as they indicate to prospective lenders how much of a financial risk a person is when requesting a loan for a big-ticket item.

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  • A woman meeting with her financial advisor in an office

    Why Work With a Client Advisor?

    August 9, 2023

    Wealth Management

    The world 50 years ago was a lot different than it is today. An individual often worked at the same job all his or her adult life, lived in the same house, and stayed married to the same spouse.

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  • A group of five business people meeting at a round conference table

    Safe Harbor 401(k) Plans

    July 28, 2023

    Wealth Management

    Everyone is familiar with 401(k) plans, but not everyone knows they come in different flavors, one of which is the safe harbor 401(k).

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  • Two women in work aprons standing outside a plant shop talking

    Find the Right Lender: Get Terms That Fit Company Needs

    July 25, 2023

    Small Business

    Taking the time to search for the right lender may mean the difference between borrowing success and failure.

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  • A woman with a clipboard standing in front of a white brick house

    Why Stay Invested in a Volatile Market?

    July 11, 2023

    Wealth Management

    Hindsight may be 20/20, but predicting the future is always hard. “If only I had acted.” “I knew that would happen…” “The market agreed with me at the time.” These are all thoughts that pass through most investors’ minds at one point or another.

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  • A man and woman working at a vegetable stand looking at a tablet together

    Accept, Manage and Sell With One Solution

    July 10, 2023

    Small Business

    Businesses have adapted to a multi-channel approach; encompassing in-store, online and on-the-go purchases. When it comes to multiple shopping channels, it is important to create a seamless and consistent experience across the board.

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  • A woman meeting with her financial advisor in an office

    Mid-Year Is a Good Time for a Financial Checkup

    July 3, 2023

    Wealth Management

    The first half of the year is behind us. During those six months, life events happen - both planned and unplanned. It can be helpful to revisit your financial plan to ensure it still supports your goals.

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  • A family with two young kids playing together in their living room

    SECURE 2.0 Helps Small Employers Help Their Employees

    June 30, 2023

    Financial Education

    Approximately 78% of people who work for companies with fewer than 10 employees and about 65% of people who work for companies with 10 to 24 employees do not have access to a retirement plan at work.

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  • A woman meeting with her financial advisor in an office

    A Loan or a Line of Credit? What’s Best for Your Business

    June 28, 2023

    Small Business

    A loan is pretty easy to understand. The lender gives the loan recipient money to be repaid over a period of months or years. In exchange for the loan, the loan recipient pays the lender interest.

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  • A couple wearing backpacks looking out over a scenic mountain view

    Retirement Travel – Without the Financial Anxiety

    June 15, 2023

    Wealth Management

    Exciting summer travel plans are coming up, and many individuals and families are running through the usual checklists and questions.

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