We want to become the bridge between the present financial status and the future financial goals of
Building and Protecting the Future of Individuals, Families & Small Businesses for 35 years.
10/04/2022
If you would like to know more about Long Term Care Insurance or planning, please join us at one of our free informative luncheons. Please click on one of the links below to register.
October 11th - Free Lunch and Learn -
https://live.vcita.com/site/90v1gohqfnjc0bb8/online-scheduling?service=rsa17ja2hfmygxok
October 18th - Free Lunch and Learn -
https://live.vcita.com/site/90v1gohqfnjc0bb8/online-scheduling?service=xc9ot2rxkd3rrfmy
02/08/2022
Biztown today with this awesome group!
12/02/2021
We hope that all of our wonderful friends and clients have a blessed Christmas and New Year!! The Farquar Family 2021!!!!
04/03/2021
Top 3 Retirement fears
America's Retirement Fears - FIAinsights Research and Insights Americans are most afraid of their money running out before their life runs out, and almost equally afraid that while they are alive, they won’t have the funds to enjoy their life and cover basic necessities. Learn More.
03/12/2021
401K FEE'S AND ROLLOVER OPTIONS -
https://safemoneytulsa.retirevillage.com/videoplayer/401K-Fees-And-Rollover-Options
12/21/2020
https://finance.yahoo.com/news/covid-19-relief-package-600-022826852.html
COVID-19 relief package: $600 stimulus checks, $300 bonus for federal unemployment benefits in new deal Lawmakers struck a nearly $900B COVID-19 stimulus deal Sunday that would deliver badly needed aid to millions. Here's what is in the package.
12/16/2020
Stay on Top of RMD Rule Changes for 2020 | Kiplinger Between the SECURE Act and the CARES Act, the landscape has changed for RMDs this year. You don’t need to take one, for instance. And if you already have, you can probably undo it.
06/06/2020
Retirees Get a Break on IRA Distributions The IRS is expected to come out with additional guidance, but here's what we know so far.
05/12/2020
IRS sets May 13 deadline to submit direct deposit information for stimulus checks If you want to get your $1,200 stimulus check more quickly, you need to make sure the government has your bank account information on file. But time is running out. You now have until noon on May 13 to enter that data.
05/06/2020
8 tips to stay safe with social media when you're on vacation When you're on vacation, it's important to be smart with social media. If you broadcast your travel plans, you could be increasing your chances of burglary.
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