United Planners Financial Services - Norman, OK

2425 Westport Drive, Norman, OK 73069

TEL. 405-310-2269

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Helpful Content

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Social Security: Maximizing Your Social Security Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

A Fruitful Retirement: Your Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

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