Value News Articles - Financial Services

The Art of Giving

By: Jocelyn Wood | Category: Financial Services | Issue: December 2018

If you fret over gift-giving, try one of these no-stress, pay-less ideas from RCB Bank that won't break your budget.

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Time to Think About Year-End Investment Moves

By: Edward Jones | Category: Financial Services | Issue: November 2018

We’ve still got a couple of months left in 2018, but it’s not too soon to start thinking about some year-end investment moves that might benefit you. Here are a few possibilities (although not all will apply to your situation):

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How to Avoid Delays in Your Mortgage Process

By: RCB Bank | Category: Financial Services | Issue: November 2018

Obtaining a mortgage requires a lot of documentation, multiple forms, financial records, third-party paperwork; not to mention multiple layers of inspection to verify your information is accurate. Financial changes during your loan process can invalidate paperwork and delay your loan closing. Here are four ways to avoid loan processing setbacks.

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Ways You Can Save at Closing

By: RCB Bank | Category: Financial Services | Issue: October 2018

Did you know closing costs vary between lenders? If you want to save the most money on your closing costs, it pays to shop around.

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Best Financial Advice

By: Jocelyn Wood | Category: Financial Services | Issue: September 2018

There is a saying that wisdom comes from listening to advice, so I asked bankers to share the best money advice they have received and the impact it has made in their lives.

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Sustainable. Responsible. Investing.

By: RCB Bank | Category: Financial Services | Issue: August 2018

Wondering what impact your investments are making? Ask your financial advisor for a portfolio review to see if your current investments include SRI companies.

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Payment Protection For Life's Unexpected Moments

By: RCB Bank | Category: Financial Services | Issue: July 2018

New cars can quickly depreciate in value causing your auto insurance to pay less than what you owe on your car loan. What happens when an accident totals your car? Who pays the difference between the insurance settlement and your outstanding loan balance? You do. Or, maybe not...

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Travel Planning Tips to Prevent Fraud

By: Jocelyn Wood | Category: Financial Services | Issue: June 2018

Tips to traveling while keeping your identity in check.

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A Case for Shorter Term Loans

By: RCB Bank | Category: Financial Services | Issue: May 2018

Interested in buying a car? RCB Bank will help you navigate the world of short-term and long-term loans.

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CAUTION: IT IS A SCAM!

By: Jocelyn Wood | Category: Financial Services | Issue: April 2018

Wiring money is a way to send and receive money fast. It’s also a prime target for fraud.

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Talking Mortgage

By: Caylon Arundell | Category: Financial Services | Issue: March 2018

Lending officers have their own language. We try not to use unfamiliar jargon when working with customers, but “talking mortgage” is second nature to us. Let me clarify some lingo my customers have called me out on.

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New Tax Laws? No Problem!

By: Duane Blankenship | Category: Financial Services | Issue: February 2018

As a small business owner, your main focus is on attracting new customers, retaining current ones, improving products and services, plus the other essentials to success. Ask yourself, “Do I really have the time and energy to handle my company’s financial tracking efficiently?”

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All About the County Assessor's Office

By: John A. Wright | Category: Financial Services | Issue: February 2018

At every meeting with citizens, we take the opportunity to ensure the homeowners are getting the exemptions to which they are entitled.

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Premier Consulting Partners & AVB Bank Announce Joint Venture

By: Heather Berryhill | Category: Financial Services | Issue: February 2018

Premier Consulting Partners, Tulsa, and Broken Arrow-based, AVB Bank, announced jointly a partnership that will enable both organizations to offer customers additional value-added services.

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A Bucket Approach to Investing

By: Mary Wood | Category: Financial Services | Issue: February 2018

The key to successful investing is setting clear-cut goals. Know what you want, the cost to get it and how long you have to save.

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Expanding Executive Leadership

By: Cooper Rash | Category: Financial Services | Issue: January 2018

AVB Bank proudly announces the hiring Jody Manning and his election to the position of Executive Vice President, Finance, and also the hiring of Jim Myers as Senior Vice President and Commercial Lender.

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The Number One Reason Why You Need to Use Text Banking

By: Kyle Head | Category: Financial Services | Issue: January 2018

You can use text banking to check account balances, transfer money between accounts and notify you when your balance falls below a specific dollar amount. You can pick and choose which alerts you want to receive. Smartphone and Wi-Fi not required.

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Upgrade Your Life

By: Jocelyn Wood | Category: Financial Services | Issue: December 2017

Changing your saving habits may require changing your spending habits, but the payoff – not worrying about paying your bills, taking a trip you’ve been dreaming of and retiring on your terms – is worth it.

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Making Sense of Dollars

By: Amy Beth Dobbins | Category: Financial Services | Issue: December 2017

Whether a young family is looking to grow or a couple finds themselves post-retirement, it is important to have and understand a financial plan in order to attain financial goals.

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How to Outsmart Identity Thieves

By: Jocelyn Wood | Category: Financial Services | Issue: October 2017

Every two seconds there is a new victim of identity fraud.*

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Your Financial Footprint Leaves a Trace

By: Jocelyn Wood | Category: Financial Services | Issue: September 2017

Lenders use your FICO® Score as one tool to gauge the risk of lending you money. A high FICO Score may qualify you for better interest rates. I asked Lender Jake Dwyer, AVP at RCB Bank, what is the easiest way to maintain a good financial footprint?

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Senior Insurance Explained

By: Duane Blankenship | Category: Financial Services | Issue: September 2017

Jason and Ginger sincerely want to educate you about your insurance options when you reach age 65.

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4 Essential Homebuying Tips

By: Kenneth Wohl | Category: Financial Services | Issue: August 2017

A home that fits your needs today may not later if you decide to have kids or change careers. Know your personal and family goals and shop with them in mind. Choose a home to grow in and one that will sell when it’s time to move.

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Serious Secrets About Investing

By: Dana Pugh | Category: Financial Services | Issue: August 2017

Give any of our experts a call today to set up a time to talk about your financial future. They will have expert advice for your investment profile that will set you up for success!

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4 Ways to Save for Unexpected Expenses of Homeownership

By: Kyle Head | Category: Financial Services | Issue: July 2017

As a homeowner, it is reasonable to assume you will have, from time to time, repair expenses. When your fridge stops working, your roof springs a leak or you need to rebuild your privacy fence, how do you budget for these costs?

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Ask the Money Maven: Waterstone Wealth Management

By: Melanie Hasty-Grant | Category: Financial Services | Issue: June 2017

This year is a big milestone for me and my husband: we both turn fifty. There’s something about the decade birthdays—fifty in particular— that make us look at life more closely. Reflecting on the past fifty years and choosing the direction for the second half of my life has been a helpful exercise.

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Generation Income Strategies

By: Linda Rainwater | Category: Financial Services | Issue: June 2017

How do I know if I’m ready to retire?

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Let Freedom Ring

By: Christopher Davis | Category: Financial Services | Issue: June 2017

In honor of Independence Day, American Heritage Bank presents the 21st annual fireworks show in Sapulpa on Tuesday, July 4.

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Judy Knows Something About Saving Seniors

By: Chris Beach | Category: Financial Services | Issue: June 2017

Just ask 67-year-old Judy whether or not one person in one company can make a difference. Her agent, Amy Davis, made that difference for her and now Ms. Judy is passing it on making a difference in many seniors’ lives each week.

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Six Money Tips Teens Need to Know Before They Leave Home

By: Jocelyn Wood | Category: Financial Services | Issue: June 2017

Is your child leaving the nest? Do they fully understand the daily financial issues that will soon become their reality? It’s never too early to start the conversation. Here are six money tips to teach your children before they leave home.

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Putting RCB Bank on the Map

By: Seana Warren | Category: Financial Services | Issue: May 2017

It’s hard to believe that a successful bank with 41 locations in two states, and over $2.5 billion in assets came from such humble beginnings.

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A Car Buyer's Mistake

By: Jocelyn Wood | Category: Financial Services | Issue: May 2017

Buying a car is a major purchase. Budgets are tight. It’s tempting to accept financing based on the lowest monthly payment, but don’t. Here’s why.

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Shift Retirement Savings Into Gear Without A 401(k)

By: Jocelyn Wood | Category: Financial Services | Issue: April 2017

If you don’t have access to an employer-sponsored retirement plan, you are not alone. According the Bureau of Labor Statistics, nearly half of Americans don’t participate in any type of retirement plan at work. No worries. There are ways to save for retirement outside the office. Consider these.

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Hillhouse Promoted to Loan Operations Officer

By: Cooper Rash | Category: Financial Services | Issue: April 2017

VB Bank proudly announced the promotion of Renee Hillhouse to Loan Operations Officer. Hillhouse manages and oversees AVB’s loan servicing and credit departments, providing all loan documentation, payments, advances and maintenance.

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Be Aware: Fraudsters in Full Force this Tax Season

By: Jocelyn Wood | Category: Financial Services | Issue: March 2017

You receive an email from what appears to be the IRS, warning you that your tax return is unable to be processed due to errors. In order to avoid a tax penalty or possible legal action, you are instructed to provide some information immediately – click the link to get started.

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No-Stress Savings Plan

By: Jocelyn Wood | Category: Financial Services | Issue: February 2017

You want to save more money. The truth is you can save more money. The struggle is you want things now. Waiting is hard. Saving money requires discipline.

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The Function, Responsibility and Performance of the Tulsa County Assessor's Office

By: Dora E. Finlayson | Category: Financial Services | Issue: February 2017

Many people are unaware of the fact that county assessors in Oklahoma are regulated by the Oklahoma Tax Commission (OTC).

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Sowell Named AVB Bank Executive Vice President

By: Cooper Rash | Category: Financial Services | Issue: January 2017

AVB Bank announced the promotion of Kelli Sowell to Executive Vice President and her addition to the Bank’s Executive Management Team. She serves as AVB’s Director of Marketing and Public Relations.

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Get Financially Fit in 2017

By: Jocelyn Wood | Category: Financial Services | Issue: January 2017

This is the year you’re going to take charge of your money. No more rationalizing overspending. No more excuses why you can’t put money into savings. No more regrets.

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Are You Financially Prepared to Live a Long Life?

By: Jocelyn Wood | Category: Financial Services | Issue: December 2016

By the year 2040, it is projected that 14.6 million Americans will live to 85 years old or older. This is triple in population from 6.5 million in 2014, according to the Administration of Aging.

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AVB Bank Announces Addition of Commercial Lender

By: Cooper Rash | Category: Financial Services | Issue: December 2016

Barnes has over seventeen years of experience in the financial industry, including branch management, internal audit and consumer and commercial lending.

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Smartphone Safety Tips

By: Jocelyn Wood | Category: Financial Services | Issue: November 2016

This year, are you planning to do the majority of your shopping in store, on your computer or by phone?

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Walton Joins AVB Bank Executive Management

By: Cooper Rash | Category: Financial Services | Issue: October 2016

AVB Bank is proud to announce that Randy Waldrup has been named Executive Vice President and Chief Financial Officer.

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Being Mayberry in 2016

By: Eddie Curran | Category: Financial Services | Issue: October 2016

When I think of small town local businesses, I’m reminded of Mayberry from “The Andy Griffith Show”. In Mayberry everyone knows your name when you walk in the door. You pay with nickels, dimes or whatever you have. If not, you start a tab and pay it off when you can.

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Why Do I Need Title Insurance?

By: Kenneth Wohl | Category: Financial Services | Issue: September 2016

Title insurance is a protection policy against loss which may arise from problems connected to the title of the property that you are purchasing.

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Waterstone Unveils Strategic Growth Plan

By: Duane Blankenship | Category: Financial Services | Issue: September 2016

Waterstone Private Wealth Management is growing. The practice has been diligently working the last year on an expansion to align with Carson Institutional Alliance, an elite group of advisors strategically located across the United States.

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Plug Drainage Leaks in Your Finances

By: Jocelyn Wood | Category: Financial Services | Issue: August 2016

The first week of August is known as National Simplify Your Life Week. We cannot think of a greater time to refocus your energy on what’s important in life and reduce the pressures causing a strain on your health and happiness.

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RCB Bank Breaks Ground on New Location in Coweta

By: Jocelyn Wood | Category: Financial Services | Issue: July 2016

RCB Bank entered into the Coweta market with the groundbreaking of a new full-service banking facility that took place Friday, June 17th at 2:00 p.m. The new RCB Bank branch will be located at 27010 E. 116th St. South, on the corner of 116th and State Highway 51.

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Think You Can Outsmart a Scammer?

By: Kyle Head | Category: Financial Services | Issue: July 2016

There are 3.17 billion internet users worldwide. To put that into perspective, there are around 323 million people living in the United States, so if everyone in the U.S. used the internet that would be less than ten percent of internet users worldwide.

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A Penny Earned is a Penny Saved

By: Jocelyn Wood | Category: Financial Services | Issue: June 2016

Every year, my granddad would sit his grandkids down at the kitchen table and pour out a big jar full of coins he’d saved. We could have these coins but only after we sorted, divided equally and then rolled them. As little children, it felt like hours to complete this task, but the reward was a bag full of money.

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Let Freedom Ring

By: Christopher Davis | Category: Financial Services | Issue: June 2016

In honor of Independence Day, American Heritage Bank presents the 20th annual fireworks show in Sapulpa on Monday, July 4.

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The Secret Sauce to Achieving Your Goals

By: RCB Bank | Category: Financial Services | Issue: May 2016

What if I told you goals are like potatoes? Let me explain. One type of goal is like instant potatoes. Stir in water, heat up and enjoy. The other type is like real mashed potatoes. It’s a process that takes time, planning and work. First you have to peel the potatoes, then you cook them, and then you have to mash them until you get rid of all the lumps.

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The Best Money Management Habit Ever

By: Jocelyn Wood | Category: Financial Services | Issue: April 2016

Who wants to save more money? To do so, we have to spend less, which can be accomplished in a number of ways.

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Scams In All Shapes and Sizes

By: RCB Bank | Category: Financial Services | Issue: March 2016

Many of us, in fact, more than 30 million Americans annually, admit to being duped by some scam or another. If we are lucky, the loss is minimal and we change our response to door-to-door salesmen or phone solicitors. Some of us are not so lucky, and the financial and emotional loss is tragic. Everyone is at risk of being scammed. Fraudsters are intelligent.

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Never Let Your Fear Decide Your Future.

By: Melanie Hasty-Grant | Category: Financial Services | Issue: March 2016

With the markets making a turn for the worst since January, the smell of fear is in the air. Not only is it in “the air,” you can sense it in the hearts of investors.

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Financial Education for Generations

By: Sheryl Sowell | Category: Financial Services | Issue: February 2016

Linda Rainwater, as a financial advisor for Raymond James, is excited to announce the opening of her new company, Generation Income Strategies.

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The Secret to Saving Money

By: Jocelyn Wood | Category: Financial Services | Issue: February 2016

Only half of American households have a savings plan with specific goals.

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Tax Time Is Approaching

By: Jim Butcher | Category: Financial Services | Issue: January 2016

Tax time is approaching, but you can breathe easy. Changes to filing your 2015 tax return should be minor in relation to 2014’s regulations. Bob Brun, franchise owner of H&R Block in Owasso and Claremore and certified public accountant, explains that the expansion of 2015 reporting requirements is primarily due to changes in the Affordable Care Act (ACA), commonly known as “Obamacare.”

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The 5 C's Every Small Business Startup Needs to Know

By: David Goodwin, RCB Bank Lender | Category: Financial Services | Issue: January 2016

Is 2016 the year you have resolved to start your own business? I suggest you get to know four people: a banker, a CPA, an insurance agent and an attorney. Building good relationships with these invaluable resources will help you and your business succeed.

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Promote the Positive and Pass it On

By: Duane Blankenship | Category: Financial Services | Issue: December 2015

Melanie Hasty-Grant and her husband, Ken Grant, are co-owners of Waterstone Private Wealth Management, with offices in Owasso and Utica Square, Tulsa. Together, Melanie and Ken have more than 20 years of experience in the financial industry.

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Debt Free In 5 Steps

By: Jocelyn Wood | Category: Financial Services | Issue: December 2015

Let’s face it; we live in a buy now, pay later society.

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AVB Celebrates Opening of New Rose District Branch

By: Duane Blankenship | Category: Financial Services | Issue: December 2015

The grand opening Celebration of the new AVB downtown branch was November 3, 2015. The new bank is located on Main in the heart of Broken Arrow’s Rose District. AVB Bank has been a stalwart fixture throughout the community for 110 years.

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How to Gift Shop and Stay Debt Free This Holiday Season

By: RCB Bank | Category: Financial Services | Issue: November 2015

It’s 6 a.m. on Friday and you’re storming through a department store to grab the best bargains of the season.

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Millionaires In Training

By: Duane Blankenship | Category: Financial Services | Issue: November 2015

Melanie Hasty-Grant and Ken Grant are the owners of Waterstone Private Wealth Management, with offices in Owasso and at Utica Square in Tulsa. Together they established Waterstone in January of 2003.

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Live Halloween Freak Show

By: Duane Blankenship | Category: Financial Services | Issue: October 2015

Melanie Hasty-Grant and Ken Grant are the owners of Waterstone Private Wealth Management, with offices in Owasso and at Utica Square in Tulsa.

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A Word of Caution about Fraud

By: By D. Meyer, RCB Bank Fraud Department | Category: Financial Services | Issue: October 2015

I cannot stress enough the importance of using caution when it comes to using the Internet, checking your emails and answering phone calls. Criminals are savvy con artists who steal billions of dollars from people each year.

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AVB Opens New Downtown Branch

By: Duane Blankenship | Category: Financial Services | Issue: October 2015

Founded in 1905, two years before Oklahoma achieved statehood, the 25-foot-wide AVB Bank was originally at Main and Dallas in downtown Broken Arrow.

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Receive Your Full Retirement Benefits

By: Sheryl Sowell | Category: Financial Services | Issue: September 2015

Linda Rainwater is an Edward Jones Financial Advisor who believes in investing her time to understand what her clients are working toward before investing their money. “Working closely with you and your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement ­savings strategy so you have more options when you retire, regardless of what you decide to do,” she explains.

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Three Simple Steps to Kick-start Savings at Any Age

By: By Terry Lockhart, Sr. Vice President, Loan Offic | Category: Financial Services | Issue: September 2015

One summer when I was young, I wanted to buy a four wheeler. My parents told me if I could save $500, they would pay the difference. I mowed yards and hauled hay bales all summer until I reached my goal. I loved that four wheeler, and probably more so because I had to work hard to get it.

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Preparing for the Future?

By: Duane Blankenship | Category: Financial Services | Issue: July 2015

Are you preparing for retirement, living in retirement, preparing for the unexpected, paying for education, planning your estate and inheritance?  Although our inve…

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Am I Getting the Right Mortgage for Me?

By: By Jodi Troyer, RCB Bank Mortgage Specialist | Category: Financial Services | Issue: August 2015

Taking out a loan and assuming debt is a big decision. Your home loan is most likely your largest debt, and making sure you choose the right loan and lender should not be taken lightly. Here are four questions to ask.

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Reverse Mortgage an Option for Seniors

By: Joshua Danker-Dake | Category: Financial Services | Issue: July 2015

If you are a homeowner 62 years of age or older, a reverse mortgage could be a great way for you to improve your cash flow and achieve greater financial ­stability as w…

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Five Things Parents Should Do to Shape Money-Smart Kids

By: Steve Elliott | Category: Financial Services | Issue: July 2015

The goal most parents have for their kids is that they will grow up and become educated, well-adjusted contributing members of society.

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How to create an Individual Investment Plan

By: Joe Langley | Category: Financial Services | Issue: June 2015

Creating an investment plan will help you reach your financial goals. Without one, you could be leaving your future and retirement to chance.

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Why Choose American Heritage?

By: Jim Butcher | Category: Financial Services | Issue: May 2015

Not long ago, state law restricted a bank’s remote facility (drive-through window or branch) to be located no farther than 1,000 feet from the main office. Not any longer.

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Before You Step onto the Dealership Floor, Prepare

By: Todd Ward | Category: Financial Services | Issue: May 2015

Buying a new or used car can be intimidating even if you’ve done it before, it can still be a whirlwind of negotiations and paperwork.

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Spring Clean Your Financial Life

By: Kenneth Wohl | Category: Financial Services | Issue: April 2015

As temperatures rise and the flowers and trees begin to bud, we all get the itch to start spring cleaning.

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How to Spot Identity Theft and Respond

By: Christy Wild | Category: Financial Services | Issue: March 2015

Americans fall victim to identity theft every two seconds, according to the 2014 Identity Fraud Study released by Javelin Strategy & Research.People of all ages, rac…

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To Have and to Hold a Joint Checking Account?

By: Kyle Head | Category: Financial Services | Issue: February 2015

First comes love, then comes marriage and then comes combining checking accounts (for some).

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Major Changes to U.S. Tax Code

By: Jim Butcher | Category: Financial Services | Issue: January 2015

It’s a new year and filing 2014 income tax returns will soon be upon each of us.Did you know that the largest change in Federal Tax Code in 20 years may affect your 2014 federal income tax return?

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Money Memories, Lessons Learned

By: Value News | Category: Financial Services | Issue: January 2015

Edmund Burke once wrote, “Those who don’t know history are doomed to repeat it.”When it comes to money and how to manage it, our past offers valuable lessons.

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It’s Time. Let’s Talk.

By: Duane Blankenship | Category: Financial Services | Issue: January 2015

Talking about money, “the M word” is often very difficult for folks.

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Five Reasons Couples Need an Estate Plan

By: Terry Parsons | Category: Financial Services | Issue: December 2014

It is estimated that over 120 million Americans do not have proper estate plans in place. Objectives for estate plans vary from person to person, family to family.

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RCB Bank Welcomes New Hire

By: Value News | Category: Financial Services | Issue: December 2014

RCB Bank welcomes Brandi Doty as its Senior Vice President, Chief Compliance Officer.

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Free Financial Seminars

By: Sheryl Sowell | Category: Financial Services | Issue: November 2014

If you’re like many people, you have financial goals in mind but feel a bit unsure about which investment strategy may be right for you.

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Say “Yes, Dear” to Text Banking

By: Kyle Head | Category: Financial Services | Issue: November 2014

My wife and I have been married for almost six months now and the best advice given to me was, “If you want a happy marriage, you need to learn to say ‘yes, dear.’…

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How a Line of Credit Can Help Your Farm Credit Needs

By: Ray McCartney | Category: Financial Services | Issue: October 2014

Someone recently asked me when the slow time for agriculture is. Sounds like an easy question, right?

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Knowing Your Mortgage Options Can Save You Money

By: Derek Robinson | Category: Financial Services | Issue: September 2014

When it comes to buying or refinancing a home, there are a lot of mortgage loan options available.

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Helping You Create the Retirement of Your Dreams

By: Melanie Hasty-Grant | Category: Financial Services | Issue: September 2014

My retirees aren’t sitting around in their rocking chairs! The retirement bucket lists of today are full of the hopes and dreams that have finally come to fruition.

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RCB Bank Welcomes New Hire

By: Value News | Category: Financial Services | Issue: August 2014

RCB Bank recently hired Corey Bates as the VP, Commercial Lender, for the Broken Arrow market.

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American Celebrates America

By: Christopher Davis | Category: Financial Services | Issue: July 2014

In honor of Independence Day, American Heritage Bank presents the 18th annual fireworks show in Sapulpa on Friday, July 4.For most, July 4th tradition involves friends, …

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Free Yourself from Cycle of Emotional Investing

By: Linda Rainwater | Category: Financial Services | Issue: July 2014

In many areas of your life, you’re probably aware that it’s useful to keep emotions out of your decision-making — and that’s certainly the case with investing.

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American Celebrates America

By: Christopher Davis | Category: Financial Services | Issue: June 2014

In honor of Independence Day, American Heritage Bank presents the 18th annual fireworks show in Sapulpa on Friday, July 4.For most, July 4th tradition involves friends, …

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AVB Breaks Ground

By: Duane Blankenship | Category: Financial Services | Issue: June 2014

AVB Bank recently held groundbreaking ceremonies celebrating the newest chapter in their 109-year history. A 15,000-square-foot AVB branch will be constructed at Main and El Paso and will open in 2015.

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Close the GAP

By: Value News | Category: Financial Services | Issue: May 2014

The cold hard fact is that as soon as you drive your new car off the lot, it depreciates in value. How much it depreciates varies from car to car depending on a number of factors.

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AVB Mortgage Center Gains New President

By: Kelli Sowell | Category: Financial Services | Issue: April 2014

Ted Cundiff, AVB Bank president and chief executive officer (CEO), has announced that Kevin Highland (NMLS ID 211343) has joined AVB Mortgage Center and been named the n…

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Go on a Grand Adventure

By: Lorrie Ward | Category: Financial Services | Issue: April 2014

In 2005, when the general manager of Grand Bank in Claremore approached Don Freed about becoming the travel coordinator for Grand Adventures at Grand Bank, a community g…

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Saving for a Rainy Day

By: Value News | Category: Financial Services | Issue: April 2014

Life happens. Sometimes it happens according to plan. Occasionally, an unforeseen rain shower pours down – a busted water pipe, a broken down car, a job loss.

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Home Buying Basics

By: Kenneth Wohl | Category: Financial Services | Issue: March 2014

Buying a home can be an intimidating process, but with a little knowledge under your belt, you can better understand the process and become a stronger borrower.

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Proud to be an Ambassador

By: Value News | Category: Financial Services | Issue: March 2014

Todd Ward, RCB Bank VP Commercial Loans, was recognized by the Owasso Chamber of Commerce for his service to the community as a Chamber Ambassador.

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Ferris Earns Recognition as Expert in Payments Industry

By: Value News | Category: Financial Services | Issue: February 2014

RCB Bank is proud to announce Kathleen Ferris, RCB Bank ACH Analyst, received her Accredited ACH Professional (AAP) certification and joined an elite group of highly ski…

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Here’s the Thing about Trusts

By: Terry Parsons | Category: Financial Services | Issue: February 2014

There’s a long-held perception that Trusts are strictly for the wealthy and sophisticated.

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Tips for Safer Shopping Online

By: Value News | Category: Financial Services | Issue: December 2013

Technology is a beautiful thing, especially during the holidays when I can choose to avoid the stress of a crowded mall and do my holiday ­shopping online in the quiet …

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Eddie Curran Joins RCB Bank

By: Value News | Category: Financial Services | Issue: December 2013

Eddie Curran, of Nowata, recently joined RCB Bank as its new VP Business Services Group Manager.

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Stick to a Budget This Holiday Season

By: Value News | Category: Financial Services | Issue: November 2013

Gift for mom and dad. Check. Presents for the girls. Check. Gift for sweetie. Check. Now, what to buy for my BFF and other closest friends?

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Go for the Gold

By: Christopher Davis | Category: Financial Services | Issue: November 2013

With a reputation built on nearly 30 years of providing the best customer service for gold and jewelry purchasing and loans, Tulsa Gold & Gems is the number one deal…

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AHB Welcomes New VP/Branch Manager

By: Duane Blankenship | Category: Financial Services | Issue: October 2013

Elizabeth Berry was promoted to the Branch Manager of American Heritage Bank, located at 71st Street and Highway 75 in South Tulsa.

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Guard Your Keepsakes

By: Value News | Category: Financial Services | Issue: October 2013

Seven years ago, a flood surged through my house, destroying practically ­everything I owned.

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Under New Leadership

By: Cassie Woods | Category: Financial Services | Issue: September 2013

Since opening its doors to the Claremore community in 1996, Grand Bank has seen many technological changes and advancements in order to better serve its customers.

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Four Reasons to Go Mobile

By: Value News | Category: Financial Services | Issue: September 2013

It’s late at night; you’re in bed relaxing with a book on your iPad and your ­significant other leans over and says, “Oh, I put gas in my truck today – is there…

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Teach Kids about Money with Hands-On Approach

By: Value News | Category: Financial Services | Issue: August 2013

It’s never too early to start ­teaching your children about money, how to earn it, how to save it and how to spend it ­wisely.

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Stars and Stripes in Sapulpa

By: Stephanie Reed | Category: Financial Services | Issue: July 2013

As firework stands across green country prepare for a blast on the 4th of July, American Heritage Bank is hard at work putting the finishing touches on the 17th annual f…

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RCB Bank Car Giveaway

By: Jocelyn Wood | Category: Financial Services | Issue: July 2013

Want to save money at the gas pump?

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5 Ways to Protect Your Money While Traveling

By: Denise Meyer | Category: Financial Services | Issue: June 2013

You’ve been saving for your ­vacation all year. You’ve ­scheduled time off, made your travel arrangements; you’re packed and ready to go.

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Causby to Serve as Chief Lending Officer

By: Kelli Sowell | Category: Financial Services | Issue: May 2013

Topper Causby has been named Chief Lending Officer (CLO) and Executive Vice President at AVB Bank.

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Rev Up Your Savings

By: Jocelyn Wood | Category: Financial Services | Issue: May 2013

Refinancing your vehicle loan (for a land or water cruiser) could save you money.

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Protect Your Identity

By: Sheryl Sowell | Category: Financial Services | Issue: May 2013

RCI Insurance Group in Claremore will host a free Community Paper Shredding Event on Saturday, May 4 from 9 a.m. to noon.

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Receive Your Full Retirement Benefits

By: Sheryl Sowell | Category: Financial Services | Issue: April 2013

Linda Rainwater is an Edward Jones Financial Advisor who believes in investing her time to understand what her clients are working toward before investing their money.

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The 411 on IRAS

By: Jocelyn Wood | Category: Financial Services | Issue: April 2013

For anyone who hasn’t figured out what to do with your tax refund, one option might be to make a contribution to your retirement account.

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Health Care Reform – Pay or Play?

By: Sheryl Sowell | Category: Financial Services | Issue: March 2013

The Holmes Organisation will present a free seminar, “Health Care Reform – Pay or Play?” on Wednesday, April 3 from 9 a.m. to 1 p.m. The seminar will be presented …

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Spring Clean Your Mortgage

By: Jocelyn Wood | Category: Financial Services | Issue: March 2013

When is the last time you reviewed your mortgage statement? Could a refinance save you money?

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Insuring Small Business Success

By: Lorrie Ward | Category: Financial Services | Issue: February 2013

There is an old Native American proverb that says, “Never ­criticize a man until you have walked a mile in his moccasins.” This saying is often used in ­reference …

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Take Action to Save More Effectively

By: Jocelyn Wood | Category: Financial Services | Issue: February 2013

Saving money doesn’t have to be a daunting task. In fact, it’s the little things that make the biggest difference when it comes to improving your financial health. Take it one small step at a time.

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Money Boo-Boos and How to Correct Them

By: Jocelyn Wood | Category: Financial Services | Issue: January 2013

Get a handle on your finances in 2013. Are you wasting money? We’ve compiled a list of money boo-boos that could be costing you your hard-earned money.

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Six Decades of Putting Customers First

By: Cassie Woods | Category: Financial Services | Issue: November 2012

Celebrating 61 years in business, Neely Insurance and Financial Services is proud to still keep their focus on prompt, efficient and friendly customer service while prov…

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AVB Bank's Dejene Completes Graduate School of Banking

By: Kelli Sowell | Category: Financial Services | Issue: October 2012

AVB Bank is pleased to announce that Ben Dejene, vice president and retail banking director, has successfully completed the Graduate School of Banking at Colorado (GSBC).

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Six Do's and Don't When Traveling on a Cruise

By: Jocelyn Wood | Category: Financial Services | Issue: October 2012

Fall is in the air; winter is not far behind. It’s time to start ­planning your winter getaway.

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Community Bank, Community Driven

By: Lorrie Ward | Category: Financial Services | Issue: September 2012

With technology propelling ­business transactions to an increasingly frenetic pace, the phrase “hometown bank” may seem to be an antiquated one.

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Academy of Risk Seminar

By: Lorrie Ward | Category: Financial Services | Issue: August 2012

With the cost of providing ­benefits to employees on a ­continual rise, CEOs, risk ­managers, business owners and HR personnel need to keep abreast of the latest chan…

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Are You Sure You Have the Right Insurance?

By: Lorrie Ward | Category: Financial Services | Issue: August 2012

Some might find it interesting that the phrase “one size fits all” has become so commonplace in our marketplace, since there is rarely any truth to it.

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Are You at a Loss for Insurance Options?

By: Sheryl Sowell | Category: Financial Services | Issue: July 2012

The Holmes Organisation recently announced the launch of a private exchange technology system that provides employers and employees the ability to ­participate in one o…

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American Celebrates America

By: Sheryl Sowell | Category: Financial Services | Issue: June 2012

Every town has its annual Fourth of July event. Sapulpa, Oklahoma’s celebration of our nation’s birth is appropriately hosted each year by American Heritage Bank.

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Ensuring Help with Your Finances

By: Carol Beck-Round | Category: Financial Services | Issue: December 2011

Since Ryan Neely was a child, he’s had an interest in numbers, especially ones involving finances.

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Bank Gives Cash Back to Customers

By: Carol Beck-Round | Category: Financial Services | Issue: November 2011

Even as free checking, free debit cards and debit card rewards ­programs are disappearing from many large banks across the United States, RCB Bank is launching a new ch…

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Holmes Organisation Well on Its Way

By: Sheryl Sowell | Category: Financial Services | Issue: September 2011

The Holmes Organisation, a local leader in insurance and ­benefits for over 40 years, regards employee wellness as a critical issue, one that both saves clients money w…

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AVB Bank Announces Promotions

By: Value News | Category: Financial Services | Issue: July 2011

AVB Bank is pleased to announce that Rebecca Collins has been _promoted to Senior Vice President and Bank Secrecy Act Officer.

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Mid-Year Market Report Seminar

By: Duane Blankenship | Category: Financial Services | Issue: July 2011

In addition to managing more than $50 million in client assets, Melanie Hasty-Grant and Ken Grant have been frequent contributors to national and local medias.

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Market Forecast 2011 Seminar

By: Duane Blankenship | Category: Financial Services | Issue: January 2011

In addition to managing more than $50 million in client assets, Melanie Hasty-Grant and Ken Grant have been frequent contributors to national and local medias.

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RCB MidAmerica Branch Names New Leader

By: Duane Blankenship | Category: Financial Services | Issue: November 2010

RCB Bank recently announced the promotion of Victor Casey to assistant vice president and manager of the MidAmerica branch in Pryor.

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Cash for When You’re Sick or Hurt

By: Deanna Rebro | Category: Financial Services | Issue: September 2010

It’s known as “the company that pays you cash when you are sick or hurt”: American Family Life Assurance Company, better known as Aflac.Associate Mike Kirk explain…

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Retirement Boot Camp

By: Duane Blankenship | Category: Financial Services | Issue: September 2010

Are you on the fast track to retirement? This might be a great time to assess your finances to see if retirement will be like marching in review, or if a sneak attack is imminent.

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Reverse Mortgage an Option for Seniors

By: Joshua Danker-Dake | Category: Financial Services | Issue: March 2010

In our current economy, money is tight for a lot of people.

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Smart Money Move: Invest in a Roth IRA

By: Duane Blankenship | Category: Financial Services | Issue: February 2010

Beverly Barry is a registered representative and investment advisor with LPL Financial. LPL is credited with being the nation’s leading independent brokerage firm.

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RCB Bank Names New CEO and President

By: Duane Blankenship | Category: Financial Services | Issue: February 2010

RCB Bank had its beginnings way back in January of 1936. It all began in Claremore, and the bank was first known as Rogers County Bank.

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Have You Built Your Investment Pyramid?

By: Value News | Category: Financial Services | Issue: December 2009

Of the “Seven Wonders of the Ancient World,” the only one still in existence is the Great Pyramid of Giza.

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Protect Yourself from Identity Theft

By: Duane Blankenship | Category: Financial Services | Issue: November 2009

American Heritage Bank will host a Community Shred Day on Friday, November 13. This is their way of helping you protect yourself against the fastest growing crime in the United States, identity theft.

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Investment Options Available

By: Duane Blankenship | Category: Financial Services | Issue: November 2009

Beverly Barry began her career in the investments industry 22 years ago.

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Helping You Accumulate and Retain Wealth

By: Duane Blankenship | Category: Financial Services | Issue: October 2009

Beverly Barry, owner of Barry Investment Services in Tulsa, specializes in offering investment guidance and retirement income strategies.

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Investing in Client Relationships

By: Sheryl Sowell | Category: Financial Services | Issue: October 2009

Linda Rainwater, a financial advisor with the financial services firm Edward Jones, and Caroline Adams, branch office administrator, are taking advantage of new state-of…

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I Like My Teacher Essay Contest

By: Lorrie Ward Jackson | Category: Financial Services | Issue: October 2009

Teachers often seem to be some of the most underappreciated members of our society.

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New Insure Tulsa Plan

By: Joshua Danker-Dake | Category: Financial Services | Issue: September 2009

Oklahoma has had one of the worst uninsured rates in the nation for some time.

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Giving You a Memorable Banking Experience

By: Duane Blankenship | Category: Financial Services | Issue: September 2009

A merger between Central Bancompany of Jefferson City, Missouri and 21st Century Financial Services – the parent company of Tulsa-based ONB Bank – was finalized in 2007.

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Buy, Hold, & Hope?

By: Duane Blankenship | Category: Financial Services | Issue: September 2009

Waterstone Private Wealth Management is a boutique investment firm whose professionals provide tailored services to their family of clients, including small businesses, couples and individuals.

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Broken Arrow Banker Recognized for 50 Years of Service

By: Sheryl Sowell | Category: Financial Services | Issue: July 2009

AVB Bank and the Broken Arrow community would like to offer congratulations to Virginia W. Johnson, director of AVB Bank in Broken Arrow, who was among six Oklahoma bank…

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New Banking Technology in Claremore

By: Duane Blankenship | Category: Financial Services | Issue: July 2009

RCB Bank proudly announces the opening of its 20th branch in Oklahoma. The new “RCB Bank at the Box” is located inside the Claremore Wal-Mart SuperCenter.

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AVB Bank Announces Promotions and New Hires

By: Sheryl Sowell | Category: Financial Services | Issue: June 2009

AVB Bank is pleased to announce its latest promotions and newest staff members. Ben Dejene has been promoted to assistant vice president and branch manager of the downtown Broken Arrow location.

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Gain Investment Clarity

By: Duane Blankenship | Category: Financial Services | Issue: June 2009

Beverly Barry has been in investment services since 1987, and she opened her own company, Barry Investment Services, in 1995.

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Cutting Losses Can Be More Painful Than You Think

By: Value News | Category: Financial Services | Issue: June 2009

Why do stock prices fall? Various factors are involved, but in a nutshell, prices drop when more people want to sell stocks than buy them.

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American Heritage Bank Opens Glenpool Branch

By: Duane Blankenship | Category: Financial Services | Issue: April 2009

American Heritage Bank (AHB) began establishing its roots in Oklahoma soil way back in 1905, two years prior to Oklahoma statehood.

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Destination America Initiative

By: Joshua Danker-Dake | Category: Financial Services | Issue: April 2009

The Holmes Organisation, a Tulsa leader in insurance and benefits, is on the cutting edge of workplace health and wellness in Green Country.

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What Can Investors Learn from Gardeners?

By: Edward Jones | Category: Financial Services | Issue: April 2009

Spring is here. If you’re a gardener, you know it will soon be time to put in your flowers or vegetables.

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Health Insurance for Small Businesses

By: Duane Blankenship | Category: Financial Services | Issue: March 2009

As Angela Ritchie was starting her small business in 2005, she fully understood the significance of offering good health insurance benefits in order to attract and maintain a top-notch staff.

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Destination America Initiative

By: Joshua Danker-Dake | Category: Financial Services | Issue: March 2009

The Holmes Organisation, a Tulsa leader in insurance and benefits, is on the cutting edge of workplace health and wellness in Green Country.

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Women and Investing for Retirement

By: Sheryl Sowell | Category: Financial Services | Issue: February 2009

All of us would like to think that we will enjoy a comfortable retirement. If you’re a woman, however, you might be significantly more nervous than your male peers about life as a retiree.

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Reverse Mortgage an Option for Seniors

By: Joshua Danker-Dake | Category: Financial Services | Issue: January 2009

If you are a homeowner 62 years of age or older, a reverse mortgage could be a great way for you to improve your cash flow and achieve greater financial stability as well as a more comfortable retirement.

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Arkansas Valley State Bank Launches New Brand

By: Sheryl Sowell | Category: Financial Services | Issue: December 2008

Arkansas Valley State Bank, the family owned community bank founded in Broken Arrow in 1905, has undergone a few changes over the years.

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Relationships Build Business

By: Joshua Danker-Dake | Category: Financial Services | Issue: October 2008

First Bank of Owasso has drawn a lot of attention lately with its personal, relationship-oriented advertising.

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When Changing Jobs, Don’t Shortchange Your 401(k)

By: Value News | Category: Financial Services | Issue: October 2008

Your 401(k) plan can be a major component of your retirement savings. As you know, your 401(k) offers several different investment options and the chance to accumulate tax deferred earnings.

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Smart Moves Can Help Women Achieve Financial Goals

By: Value News | Category: Financial Services | Issue: September 2008

All of us face challenges in our efforts to achieve our long-term financial goals, such as a comfortable retirement.

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Helping People Is Our Business

By: Duane Blankenship | Category: Financial Services | Issue: August 2008

“We help people. That’s our business,” says Mike Richardson, exclusive financial specialist for the Woods-Gallardo Agency in Broken Arrow.

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Tips for Navigating Choppy Investment Waters

By: Linda Fullerton | Category: Financial Services | Issue: July 2008

If you’re an investor, you may be perplexed by the current volatility of the stock market. Recently, the Dow Jones Industrial Average experienced triple-digit movements.

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Bank with Your Cell Phone

By: Duane Blankenship | Category: Financial Services | Issue: May 2008

Wouldn’t it be wonderful if you could take care of your banking needs right on your cell phone, no matter where you were? Now you can with American Heritage Bank.

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Accounting Solutions for Hard-working Americans

By: Joshua Danker-Dake | Category: Financial Services | Issue: May 2008

If you’re married to an accountant, you’ve probably already finished your taxes. If you’re not so lucky and the thought of doing your taxes makes your eyes glaze over, remain calm.

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Meeting Short-Term Financial Needs

By: Christy Means-Smith | Category: Financial Services | Issue: April 2008

Has an unexpected medical expense or car repair left you a little short on cash? Most individuals find themselves in need of borrowing money at some point in their lives.

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AVSB Welcomes New President and CEO

By: Sheryl Sowell | Category: Financial Services | Issue: April 2008

Arkansas Valley State Bank is happy to announce the hiring of its new President and CEO Jim Boze, who brings more than 30 years of banking experience to the position.

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Filing Your Taxes with Instant Tax

By: Carol Beck-Round | Category: Financial Services | Issue: March 2008

Instant Tax Service has been named one of the fastest growing franchises by Entrepreneur magazine with 1400 stores in 30 states.

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Medical Practice Benefits from “Virtual Office”

By: Shelly Robinson | Category: Financial Services | Issue: March 2008

In today’s busy marketplace companies are constantly looking for ways to improve efficiency and gain an edge on the competition.

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“Virtual Office” in High Demand Among Businesses

By: Value News | Category: Financial Services | Issue: February 2008

In a today's competitive market place businesses are constantly looking for ways to become more efficient and get an edge on the competition.

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File Your Taxes Through Someone You Trust

By: Duane Blankenship | Category: Financial Services | Issue: February 2008

Sun Loan Company and Tax Service was established in San Antonio, Texas, nearly 20 years ago. Today, they provide a network of 284 locations in nine states.

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Insurance for Long-term Care Takes Burden Off Family

By: Joshua Danker-Dake | Category: Financial Services | Issue: February 2008

Here are some scary numbers: one out of every two individuals will need long-term care at some point in their lives.

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Convenient and Complete

By: Duane Blankenship | Category: Financial Services | Issue: January 2008

Although American Heritage Bank opened the doors of its new Tulsa branch at 71st Street and South Union last August, its grand opening was held November 16.

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Full Service

By: Deanna Rebro | Category: Financial Services | Issue: January 2008

When you find a company you know and trust, it can be like running into an old friend.  You just feel good when they have something new to tell you.  As many s…

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Access Your Bank Account While on the Go

By: Duane Blankenship | Category: Financial Services | Issue: January 2008

The friendly staff at RCB Bank is excited to unveil its most recent campaign.

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A Full Service Branch

By: Duane Blankenship | Category: Financial Services | Issue: November 2007

From work, school, caring for children and taking care of everything else in our busy lives, sometimes there are just not enough hours in the day to accomplish it all.

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Is a Reverse Mortgage Right for You?

By: Duane Blankenship | Category: Financial Services | Issue: November 2007

Bill Simms is a Certified Senior Advisor and Reverse Mortgage Specialist. “Reverse mortgages are proven, safe products,” he says.

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Money Matters

By: Joshua Danker-Dake | Category: Financial Services | Issue: October 2007

While getting out of debt is easier said than done, it is possible no matter how daunting the task might seem. Now, there is help.

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AVSB Receives Rising Star Award

By: Sarah Mitschke | Category: Financial Services | Issue: October 2007

Arkansas Valley State Bank, a fourth-generation, family-owned community bank with four locations in Tulsa and Broken Arrow, has been helping our community grow and prosper for over a century.

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Branching Out

By: Duane Blankenship | Category: Financial Services | Issue: September 2007

American Heritage Bank opened its first Tulsa-based branch in August. Located at 7042 S. Union, the new location is the bank’s 14th branch.

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Are You at Risk?

By: Jo Johnson | Category: Financial Services | Issue: September 2007

The threat is real, and everyone is at risk. In fact, according to the Federal Trade Commission, also known as the FTC, you do not have to be wealthy to be a target.

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Accounting and Tax Firms Join Forces

By: Duane Blankenship | Category: Financial Services | Issue: September 2007

The accounting and tax firms of Kenneth D. Prather, Inc. and Christopher W. Fleming, Inc. have merged companies. Together, they will do business as Kenneth D. Prather, Inc.

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Go Green

By: Seana Murray | Category: Financial Services | Issue: September 2007

An estimated 60 billion paper checks are processed in the United States each year. It is not difficult to conclude that there are millions of checking accounts generating those checks.

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Rebuilding Credit to Rebuild Lives

By: Lorrie Jackson | Category: Financial Services | Issue: September 2007

The city of Pryor recently welcomed a new member into its business community. Sun Loan Pryor celebrated its grand opening with several festivities on August 31, including giveaways every 30 minutes.

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You’re in Good Hands

By: Duane Blankenship | Category: Financial Services | Issue: September 2007

The Woods-Gallardo Agency specializes in life, automobile and home insurance exclusively for the Allstate Insurance Company.

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Money Matters

By: Joshua Danker-Dake | Category: Financial Services | Issue: August 2007

While getting out of debt is easier said than done, it is possible no matter how daunting the task might seem. Now, there is help.

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AVSB, On The Grow

By: Sarah Mitschke | Category: Financial Services | Issue: August 2007

Founded in Broken Arrow in 1905, Arkansas Valley State Bank is a fourth-generation, family-owned bank.

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Money Management Made Easy

By: Lorrie Jackson | Category: Financial Services | Issue: August 2007

Over 25 years ago, FDIC limits were set by Congress at $100,000 per bank account.

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Identity Theft Prevention

By: Virginia Goode | Category: Financial Services | Issue: July 2007

A recent news publication notes that identity theft will increase 20 times in the next 20 months. Similar to a thief breaking into your home, being a victim of identity theft is devastating.

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Cutting-Edge Accounting and Payroll Services

By: Lorrie Jackson | Category: Financial Services | Issue: June 2007

When hearing the terms bookkeeper or accountant, people often think of taxes. However, while taxes are important to any business owner, Chris Fleming of Christopher W. Fleming, Inc.

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A New Venture

By: Rebecca Fast | Category: Financial Services | Issue: June 2007

No longer in front of the camera but still in the spotlight, Mike Ziegenhorn is a community player in his new position at The Holmes Organisation, a Tulsa-based independ…

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Economic Development

By: Eddie Stephens | Category: Financial Services | Issue: April 2007

A retired state senator, Ted Fisher has newly been appointed as the first ever economic development director in Sapulpa.  Before selecting Fisher for the prestigiou…

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Do You Qualify for 60 Percent Savings?

By: Eddie Stephens | Category: Financial Services | Issue: April 2007

Many small-business owners and their employees are interested in their options for insurance coverage. Creative Insurance Solutions provides an affordable group insurance alternative.

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A Helping Hand

By: Christy Means-Smith | Category: Financial Services | Issue: April 2007

Most of us run short of money at some point in our lives. When just needing an extra few hundred dollars, it can sometimes be difficult to borrow a small amount from a large institution.

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Family Treatment

By: Christy Means-Smith | Category: Financial Services | Issue: April 2007

Neely Insurance Agency has been in business in Claremore since April 1951.

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Getting the Most Out of Your Tax Return

By: Lorrie Jackson | Category: Financial Services | Issue: February 2007

By now, you have probably received your W-2’s and other basic information necessary to file your income tax returns for 2006.

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Hometown Banking

By: Lorrie Jackson | Category: Financial Services | Issue: February 2007

The 1930’s marked a time of tremendous turmoil in the United States as the Great Depression ravaged the country’s landscape.

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Work He Enjoys

By: Eddie Stephens | Category: Financial Services | Issue: January 2007

Ever had that sense when speaking with someone that they truly enjoy their work?

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Now is the Time for Your Investment Strategy

By: Eddie Stephens | Category: Financial Services | Issue: October 2006

“Make more, spend less, invest the difference.” A catchy phrase, yes, but does it work?More so it’s a principle that wise investors have known and practiced for years.

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How to Save on Credit Card Processing

By: Jocelyn Wood | Category: Financial Services | Issue: November 2017

To know if you’re getting the best deal from your merchant service provider (MSP), you first need a basic understanding of credit card processing and fees, according to Eddie Curran, RCB Bank vice president of business services.

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Helping You Create the Retirement of Your Dreams

By: Melanie Hasty-Grant | Category: Financial Services | Issue: November 2017

One of the biggest questions that pre-retirees have is, “Will I have enough money to last throughout my retirement?” Working with a trusted financial professional can help you to determine if the savings you have will be enough or if you need to be saving more. It matters who you trust and who you work with.

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