Understanding Today’s Financial Environment
Welcome, I’m Roger Gaddis, a financial consultant in Ada, OK. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 580-332-4144.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This checklist can give you a quick snapshot of how prepared you are.
Calculating your potential Social Security benefit is a three-step process.
Building wealth requires protection from the forces of wealth destruction.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a crash course on saving for college.
You’ve made investments your whole life. Work with us to help make the most of them.
Pundits say a lot of things about the markets. Let's see if you can keep up.