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Blog

Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Christi Powell | Jun 7, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Christi Powell | Jun 3, 2021

Financial Resolutions: 6 Tips to keep you Accountable

Education
Finance
Investments
Savings
Family
After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Christi Powell | May 31, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Wind turbine.
Christi Powell | May 27, 2021

Why Should I Buy an Annuity?

Insurance
Annuity
Annuities are more than just financial products. They are financial solutions that fill a need or address a concern, whether it is for tax savings, guaranteed
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Christi Powell | May 24, 2021

Charitable donations can mean big tax deduction—unless you donated to a fraud

Education
Tax Planning
Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to
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Students studying around a table.
Christi Powell | May 20, 2021

Affording an A+ Education

Education
College
Family
Too wealthy for financial aid and too strapped to pay out of pocket? Turn to other options.
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Businesswoman looking at her phone
Christi Powell | May 17, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Child running on wooden bridge.
Christi Powell | May 13, 2021

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought
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Compass on wood table.
Christi Powell | May 10, 2021

The Biggest Reasons to Own Life Insurance

Most financial planning experts agree that life insurance should form the foundation of everyone’s financial plan.  For most families, their most basic
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Woman writing in a paper planner with a pen
Christi Powell | May 6, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Dandelion blowing in the wind.
Christi Powell | May 3, 2021

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal
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Person sitting on dock staring out at water.
Christi Powell | Apr 29, 2021

When Whole Life Insurance may be the Best Option

For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents
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cpowell@falconfinancialok.com
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