WealthTrust Oklahoma

WealthTrust Oklahoma As one of the largest independent trust companies in the country we are here for your estate and ass

03/21/2022

It’s the middle of every American’s favorite time of the year … to hate: tax season. Here are three of the most common tax season mistakes you don’t want to make:

03/11/2022

Having everything set up so your family or other beneficiary knows what to do when you die or become too ill to care for yourself is a true act of love.

03/03/2022

If you get laid up for an extended period, paying for your care can drain you big-time. Here’s how to lessen the bite.

02/25/2022

Hoarder? Splasher? Anxious Investor? Understanding your financial psychology could save you money

02/16/2022

From Valentine’s Day to American Heart Month, February has long been associated with love. That makes this month a great time to demonstrate how much you care about the people you love by putting an estate plan in place.

02/10/2022

New data finds which states are the happiest, but you can be in a state of happiness no matter where you live.

02/03/2022

It pays to comparison shop your Medigap plan, since monthly premiums can range widely among insurance companies for the same Medigap policy.

01/27/2022

Some people who serve as trustees do what they think they are supposed to do – without a true understanding of the role – or worse, whatever they want to do. Accepting the role of trustee means you become a fiduciary who is obligated to act in the best interest of the trust beneficiaries.

01/21/2022

In the midst of your financial planning, don't forget — life happens.

01/18/2022

What’s in a Social Security statement? A lot of essential information for retirement planning. If you haven’t done your New Year’s resolutions, here’s a no-brainer: Read and understand your Social Security statement.

01/14/2022

In 2022, Americans may need to take more control of their healthcare spending. Patient advocates and experts offer their best tips for how to get more for you money.

01/07/2022

Many New Year’s resolutions focus on being smarter with money. However, studies show that 20% of people keep to their resolutions past February and only 8% make it all year. We’ve compiled five practical tips to help ensure you stay committed to your resolutions for a strong financial future.

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2952 Via Esperanza
Edmond, OK
73013

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