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  • What We Do
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    • Chiropractors
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    • Resources Library
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Futuristic piggy bank with glasses, illuminated by digital circuits. Set on a desk with a blurred screen backdrop, it embodies modern finance technology.

Americans Split on Using AI for Personal Finances

About half (48%) of Americans say using AI will have a positive impact on their personal finances while the other 52% disagree, according to a NerdWal...

Read more about Americans Split on Using AI for Personal Finances ➞
Angry married couple arguing about their finances

More Than 2 in 5 Americans Believe Financial Secrets Are at Least as Bad as Cheating, Bankrate Survey Says

Money is an uncomfortable topic for many, yet it’s an important ongoing conversation to have in a relationship. Financial secrets undermine trust. And...

Read more about More Than 2 in 5 Americans Believe Financial Secrets Are at Least as Bad as Cheating, Bankrate Survey Says ➞
Close up of a car at a bustling car dealership showroom offering vehicles for sale or rent

Car Dealers Worry Prices Are Getting Too High for Shaky Economy

America's car dealers are coming to a stark realization: The new vehicles on their lots too often cost too much, and that could create trouble for the...

Read more about Car Dealers Worry Prices Are Getting Too High for Shaky Economy ➞
A man's hand stacking wooden blocks like stairs.

Business growth metrics

Business growth that lasts is built on clarity, not assumptions. The businesses that scale successfully understand their numbers beyond surface-level...

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mail trucks lined up in a parking lot

New Postmark Change Impacts Tax Filings, Extensions, and More

A quietly released USPS postmark change update is changing how postmark dates are defined and applied, creating real problems for taxpayers.

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closeup of many US social security # cards

Social Security Changes in 2026: What Retirees and Workers Need to Know

As 2026 begins, several updates to Social Security rules and benefits are taking effect, such as the full retirement age is now 67 for anyone born in...

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stacks of coins sprouting plants increasing in size next to a piggy bank

Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026

For years, workers nearing retirement could decide whether to take the immediate tax break of pretax savings in their 401(k) plans or build tax-free i...

Read more about Retirement Savers Be Warned: A Tax Break Has Disappeared in 2026 ➞
frustrated woman sitting in front of laptop in kitchen

Separate business and personal finances (without losing your mind)

January is the perfect time to separate business and personal finances. New accounts, clear habits, and less chaos all year long.

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A student wearing a graduation cap with her parents on campus.

How self-employed parents can turn college costs into tax deductions

Tuition, rent, groceries, phone plans, insurance… If your child is in college, you're probably already helping cover some of those expenses—and feelin...

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A man's fingers pushing buttons on a calculator.

Make the most of year-end

As we enter the last quarter of the year, many people begin thinking about holiday plans, charitable giving, or closing out the books—but this is also...

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From the firm: Year-end opportunities

As year-end approaches, we're sharing practical strategies to help you finish strong and start 2026 with confidence. Discover actionable strategies fo...

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A paper cut out of a trashcan with a tile representing email being tossed into it.

New Year's Resolution: Clean out the deadweight

The fastest path to profitability isn't always adding more. It's cutting what holds you back. We’ll show you how to eliminate forgotten subscriptions,...

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Accountant using a calculator on a very messy desk with lots of papers and post-it notes.

How to avoid the year-end tax scramble

Stop the year-end tax scramble. Smart business owners plan quarterly, time purchases strategically, and leverage tax-advantaged benefits year-round. S...

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A person using an ipad to check off items on their tax to-do list.

Your year-end tax checklist: Keep more of what you earned

Before December 31, you have your biggest opportunity to reduce your tax bill. Our year-end checklist covers essential deductions, strategic timing mo...

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A large family gathered around the thanksgiving table taking a selfie.

Enjoy the holidays (without your business falling apart)

Many small business owners don't shut down for the holidays; they just panic quietly. This year, try something radical: enjoy time off without spirali...

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2801 S. Bryant Ave.
Edmond, OK 73013

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