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  • Reg Aldrich
    5700 NW 130th St Ste 2 Oklahoma City, OK 73142 O: 405.608.9305 F: 405.608.9310
    Map and Directions Map and Directions
  • Levi C. Wade, CFP®
    5700 NW 130th St Ste 2 Oklahoma City, OK 73142 O: 405.608.9306 F: 405.608.9310
    Map and Directions Map and Directions
  • Derek Williams, ChFC®
    408 S Eagle Rd Ste 205 Eagle, ID 83616 O: 503.922.2113 O: 208.994.7450 F: 208.597.7811
    Map and Directions Map and Directions
  • Matt Powell, CFP®
    102 S Tejon St Ste 1100 Colorado Springs, CO 80903-2253 O: 847.850.2585 O: 719.799.6540 F: 847.850.2599
    Map and Directions Map and Directions
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The risk inverse: Why – despite what you might think – more money means more planning
You might assume that risk goes down as wealth goes up. Logically, having the means should mean less danger, more confidence, fewer worries. But risk likes to do the last thing you expect.
Family & Lifestyle
The 21st century social connection paradox
Good or bad? With social media, it’s all about how you use it.
Technology & Innovation
Read
Read
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
Read
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
Markets & Investing
Read
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
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  • Reg Aldrich: 5700 NW 130th St Ste 2 Oklahoma City, OK 73142
  • O: 405.608.9305
  • F: 405.608.9310
  • Map & Directions
  • Map & Directions
  • Levi C. Wade, CFP®: 5700 NW 130th St Ste 2 Oklahoma City, OK 73142
  • O: 405.608.9306
  • F: 405.608.9310
  • Map & Directions
  • Map & Directions
  • Derek Williams, ChFC®: 408 S Eagle Rd Ste 205 Eagle, ID 83616
  • O: 503.922.2113
  • O: 208.994.7450
  • F: 208.597.7811
  • Map & Directions
  • Map & Directions
  • Matt Powell, CFP®: 102 S Tejon St Ste 1100 Colorado Springs, CO 80903-2253
  • O: 847.850.2585
  • O: 719.799.6540
  • F: 847.850.2599
  • Map & Directions
  • Map & Directions

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