Blog
What We Learned Hosting a Succession Planning Workshop for Small Business Owners
Small business owners need clean financials, an early deal team, organized planning, a ready successor, strong key‑employee retention, and early introductions to capital partners to ensure a smooth, valuable succession.
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Qualified Charitable Distributions (QCDs): A Strategic Tool for Charitable Giving and Tax Planning
Here at Oklahoma Financial Center, we're processing increasingly more QCDs. We've found them to be a powerful tool for our clients who are charitably inclined, as it also allows them to reduce their tax exposure while meeting required...
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Is your LLC going to probate?
Owning an LLC gives you liability protection, tax flexibility, and control — but what happens to your ownership interest when you pass away?
Read MoreNational Book Lovers Day: August 9, 2025
We're celebrating another National Book Lovers Day at Oklahoma Financial Center! I took another poll to see what everyone was reading this summer, and here's what they shared: We'll start with Lia, who also has a goal of reading 67...
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Secure Their Future: How Revocable Trusts Protect Your Children's Inheritance
Revocable trusts are incredibly flexible and can be specifically designed to address numerous concerns related to how children receive their inheritance.
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Kickstart Your Child's Financial Journey with Roth IRAs
Your child's financial journey: financial considerations for a child’s summer job or internship
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Contracts: Why They Matter and How to Get Them Right
Whether you're working with a customer, friend, or family member, a well-drafted contract protects everyone involved.
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After Tax Day: How to Maximize Your Investment Returns All Year with Smart Tax Strategies
With a little planning, you can lose less of your returns to taxes--and keep more of your money working for you.
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Should I be Tarrif-ied? Tariffs & Market Volatility Impacts for Long-Term 401(k) Investors
Market dips can grab headlines—and attention. But when it comes to your 401(k), it’s important to zoom out and remember what you're really building: long-term retirement wealth. You may have seen some headlines recently about new trade...
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Market down? Look for tax-smart silver linings
Market downturns can offer unique financial and tax planning opportunities, particularly through strategies like tax-loss harvesting and Roth conversions.
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$100K Salary? Depends on Where You Live.
$100K Salary? Depends on Where You Live. For years, earning six figures was considered the ultimate milestone for financial success. But in today’s economy, a $100,000 salary doesn’t stretch nearly as far, especially depending on where...
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Healthier You
Small Steps, Big Changes: A Holistic Guide to a Healthier You As the New Year approaches, it’s a perfect time to reflect, reset, and reimagine what’s possible for ourselves. This isn’t about quick fixes or drastic overhauls; it’s about...
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Time for Year-End Planning
Tax season is looming! Use our handy checklist to get ready.
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LLCs for Small Businesses: FAQs Answered
Thinking of forming an LLC? Unsure about what an LLC really IS? Check out Josiah Hass's answers to frequently asked questions about LLCs!
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National Book Lovers Day: August 9
To celebrate National Book Lovers Day, we're sharing our favorite reads from this summer!
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Yes, checks are still "a thing"...as is check fraud
Still using checks? (Many of us are, for various reasons!) If so, here are some ways to protect yourself from the growing threat of check fraud.
Read MoreDid your wealth management advisor break up with you?
Advisors who raise their minimums leave their clients in the lurch.
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Happy 529 Day!
May 29th is 529 Day! If you don't know what a 529 plan is, you'll soon find out why they're worth celebrating.
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Pullbacks and Crashes and Bears, Oh My!
So what is a market "pullback," anyway? And should I be concerned?
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Feeling squeezed by time? Maybe you should file a tax extension.
If you’re one of the 10% to 15% of people who could use more time to prepare your federal tax return, read on!
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Oklahoma Parental Choice Tax Credit
As many of you know the Parental Choice Tax Credit portal opens tomorrow, December 6th at 2:00 pm. We would like to point out some key takeaways from this program. Tax Credit Details: Starting in 2024, eligible Oklahoma...
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Understanding the Big Changes in Oklahoma Real Estate
Big changes hit Oklahoma's real estate world on November 1, 2023, thanks to Senate Bill 212. This new law, concerned about who owns land, puts strict rules on property deals, especially those tied to marijuana. If you're interested in...
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Hi! I’m Tina
I am really excited to be a part of the Oklahoma Financial Center Team! With my new position as an office plant, I will be providing clean air and energy for the team. Which as a result, clearing any rumination in the office. In return...
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