What's New

25 DOCUMENTS YOU NEED BEFORE YOU DIE

Design your death dossier soon or you could be setting up your heirs for frustration and financial pain.  Do you have a financial advisor?  We can direct you!

NEW MASTERCARD CHIP CARD

The new chip debit card has an embedded microchip that provides an extra layer of security with every transaction.  EMV Frequently Asked Questions

SAFE BANKING FOR SENIORS

The ABA Foundation yesterday formally launched its Safe Banking for Seniors program to help banks across the country educate seniors and their caregivers on the risks of financial fraud. http://www.aba.com/Consumers/Pages/ProtectingTheElderly.aspx

SECURITY TIPS FOR MOBILE DEVICES

Click the above heading for Security tips and watch this video from OnGuardOnline.gov to learn how to foil a hacker: http://www.onguardonline.gov/media/video-0081-computer-security

 

Financial Fitness Kits

Free Financial Fitness Kits are available online courtesy of the Oklahoma Society of CPAs.  Make a commitment to learn more about your personal finances, which will help you make good financial decisions for you and for your family.   Click below to view!