Newsletter | News Brief
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Douglas Rodwell Jr.
Oklahoma Financial Group
Brokers Alliance
1900 Northwest Expressway
Oklahoma City, OK, 73118
Dec 11, 2019
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Open Enrollment Is Here: 6 Tips For Choosing A Health Insurance Plan
It's the season to roll up your sleeves, gather your documents, and pick a health insurance plan for 2020. For those shopping for their own plans, HealthCare.gov and the other state exchanges are open for enrollment as of …
NPR
How to Choose Permanent Life Insurance Policies
Fifty years ago, most life insurance policies sold were guaranteed and offered by mutual fund companies. Choices were limited to term, endowment, or whole life policies. It was simple, you paid a high, set premium, and the …
Investopedia
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Despite the rise of online banks, millennials are still visiting branches
Online banks are betting that millennials don't want to visit physical branches, but a new report from Jefferies challenges that theory …
CNBC
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library
Many states in good shape to weather a recession
After a couple years of robust tax collections, states across the U.S. are better prepared than ever to weather a potential recession …
ABC News
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5 year-end tax tips to get your money safely through the holiday season
Stop, take a deep breath and wait for a warning from the Internal Revenue Service before you pull out that plastic to jump on yet another …
USA Today
Understanding Taxes on Life Insurance Premiums
Tax implications are important to consider when buying life insurance. The Internal Revenue Service (IRS) imposes different tax rules …
Investopedia
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How Much You Need to Save Annually to Build Your Own Wealth
In my financial planning practice, most of our clients are young (in their 30s and 40s), making good incomes (usually $200,000 or …
Kiplinger
The 3 Best Investment Accounts for College Grads
Graduating from college is a significant life milestone. It's a great time to graduate from the ramen-and-light-beer diet to something …
Investor Junkie
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State considers banning paper receipts
The ubiquitous rolls of paper that expel from cash registers could soon be banned from New York City. Last week, the city council …
Fox Business
Still on top: Cyber Monday sales on track to hit record
Cyber Monday is still holding up as the biggest online shopping day of the year, even though many of the same deals have been available …
ABC News
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The Difference Between Federal vs. State Withholding Tax
In simplest terms, the amount of withholding from your paychecks is an estimate of how much you'll owe in taxes at year's end based …
Investopedia
Cartoon
"If I talk to you about life insurance, I can write off this vacation as a business expense."
Copyright © Randy Glasbergen
Trivia
In 1984, Gillette reportedly offered members of which rock band $1 million each in an unsuccessful attempt to get them to shave their beards for a television commercial?
See the answer below.
Enjoy Your Latte and Retirement, Too
Throughout the year I meet with dozens of new clients who have a variety of financial concerns and …
Kiplinger
What Year Was It?
Pocahontas Marries John Rolfe
What Year
Pocahontas, daughter of the chief of the Powhatan Indian confederacy, marries English tobacco planter John Rolfe in Jamestown, Virginia.
The day was Dec 11. What year was it?
Quote of the Week
"Success is relative. It is what we can make of the mess we have made of things."
TS Eliot
Trivia Answer
In 1984, Gillette reportedly offered members of which rock band $1 million each in an unsuccessful attempt to get them to shave their beards for a television commercial?
Answer: Billy Gibbons and Dusty Hill of ZZ Top
 
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Oklahoma Financial Group Brokers Alliance
1900 Northwest Expressway
Suite #310
Oklahoma City, OK, 73118
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