Understanding Today’s Financial Environment
Welcome, I’m Richard Ross, a financial consultant in Anadarko, Oklahoma. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, my personalized service focuses your needs, wants, and financial goals and objectives.
My professionals have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (405) 638-0395.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Do you have an estate strategy? You should.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Four vacation destinations you might never have thought of.
A four-step framework for building a personal legacy.
Currency has been around for a long time. Here’s a quick history lesson.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It’s never a bad time to speak with your financial professional about changes in your situation.