MoneySmart

Keeping Your Savings Intact…Even in the Midst of a Layoff

Over the past year and a half, many people here in the oil capital of the U.S. have seen their…

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Turning 65: Should You Take Medicare or Hang on to Employer-Sponsored Health Insurance Coverage?

If you’ll be turning 65 soon, you’re likely aware that you will be eligible for health insurance benefits through Medicare.

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Raising Investment-Savvy Kids

Four strategies for ensuring good money habits in your children.

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Same-Sex Couples And Social Security

For roughly 80 years, many Americans have counted on the “safety net” provided by Social Security. This program has been…

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Selling Appreciated Assets? Watch Out For The Tax Man

In today’s world of volatile stock markets and the uncertain real-estate landscape, it can be tempting for investors to sell…

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Living Within Your Means: And What About Your Savings?

Setting the course for a comfortable retirement—which includes having ample investments from which to draw income—starts by having good savings…

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Coming into a Large Sum of Money: Making The Right Choices With A Financial Windfall

A sudden influx of cash can really become a negative issue if you don’t make the right choices with the…

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Getting Things in Order: Ensuring That Those You Care About Can Move Forward

While end-of-life planning is usually not a topic that people enjoy discussing, there will come a time when these conversations…

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Marriage Equality: What It Means for Financial Planning

Given this new Supreme Court ruling, same-sex couples who have tied the knot will now be able to move forward…

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A Roth IRA Alternative?: Tax-Free Income Vehicles For High-Income Earners

When preparing for retirement, there are a variety of different planning strategies that you could consider.

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