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There's Still Time to Contribute to an IRA for 2011

Posted Tue, March 6, 2012 by Greg Womack
¬†There's still time to make a regular IRA contribution for 2011! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2011 ($6,000 if you were age 50 by December 31, 2011). For most taxpayers, the contribution...    view full article >>
Posted in : Investment News |  No Comments >>
Tags : retirement , IRA , planning , retirement income , income taxes , Greg Womack , advice , Oklahoma , Oklahoma City , Edmond


All you need to know about new 401(k) plan disclosure rules

Posted Mon, February 13, 2012 by Greg Womack
As 401(k) plans have become more popular, plan participants have become increasingly responsible for making their own retirement savings decisions. The Department of Labor (DOL) has become concerned that participants in self-directed 401(k) plans (those t...    view full article >>
Posted in : Investment News , Market Week |  No Comments >>
Tags : 401k , retirement , investment , Greg Womack , investing , advice , Edmond , Oklahoma , Oklahoma City


Update: COLA will be paid in 2012; Medicare costs rise less than predicted

Posted Wed, November 9, 2011 by Greg Womack
¬† If you receive Social Security or SSI benefits, here's some good news--the Social Security Administration has announced that for the first time since 2009, a cost-of-living adjustment (COLA) will be paid. Monthly benefits will increase 3.6% starting i...    view full article >>
Posted in : Market Week |  No Comments >>
Tags : retirement , social security , medicare , COLA


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Jeff Beattie
Portfolio Strategy Assistant


Jeff is a portfolio strategy assistant specializing in equity options. He provides valuable analysis...

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Oklahoma Office/Main Office
1366 East 15th Street
Edmond, OK 73013
Phone: (405) 340-1717
Fax: (405) 340-6091

California Office
4660 La Jolla Village Drive
Suite 500
San Diego, CA 92122
Phone: (619) 471-1895