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Blog

An exit sign in a modern office building
Christi Powell | Oct 11, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Woman at university graduation.
Christi Powell | Oct 7, 2021

Finance 101: A Lesson in Helping your Student Pay for College

Education
FINRA Reviewed
College
Savings
Family
You think back fondly on those halcyon collegiate days--studying in the quad, late-night pizza, tailgating for the big tailgating game, dorm living, tossing
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Christi Powell | Oct 4, 2021

6 Easy Organization Tips to Take Time off of Taxes

FINRA Reviewed
Tax Planning
As the saying goes there are two things that are inevitable: death and taxes. And, out of those two sure things, you can only really plan for your taxes. It
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Wing of plane in sky.
Christi Powell | Sep 30, 2021

Immediate and Deferred Annuities: Making Both Work for a Secure Retirement

Insurance
Retirement
Annuities has a long and historic lineage dating back to ancient times when Roman citizens and soldiers would receive an “annua”, or annual stipend,  from the
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Group exercise class in gym.
Christi Powell | Sep 27, 2021

How to Keep Your Life Insurance Costs Down

FINRA Reviewed
Insurance
Risk Management
With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see.  Still, in these cash-strapped
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A white house.
Christi Powell | Sep 23, 2021

Protecting Your Biggest Asset

Insurance
Life is full of risks, and people make decisions everyday that require weighing those risks against their ability to protect themselves using their own
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Dandelion blowing in the wind.
Christi Powell | Sep 20, 2021

Insurance Made Cheaper Through Telematics

FINRA Reviewed
Insurance
The car insurance bill arrives and yet again you let a deep sigh—all things considered the rate is way higher than it should be. You’re a considerate, cautious
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Christi Powell | Sep 16, 2021

When Filing for a Tax Extension Makes Sense

FINRA Reviewed
Tax Planning
The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you
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Children sitting on a bench together.
Christi Powell | Sep 13, 2021

Leave your Legacy through Planned Giving

Education
Finance
FINRA Reviewed
There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And
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Grandmother and granddaughter knitting together
Christi Powell | Sep 9, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Married couple a bench staring at ocean.
Christi Powell | Sep 6, 2021

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

FINRA Reviewed
Retirement
Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what
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Paper report.
Christi Powell | Sep 2, 2021

Making Sense of Whole Life Insurance Premiums

Insurance
Critics of whole life insurance point to the higher premiums these plans require and the inflexibility of the payment schedule.
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cpowell@falconfinancialok.com
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