Fall is a great time to get outdoors and enjoy some fresh air. Our Small and Associates fur babies enjoy it too! Share some photos of your pets with us!
#FurBabyFriday #SmallAndAssociatesFinancial #PetsOfSmallAndAssociates
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
When there’s uncertainty in the market, we can help you make the next right move.
Working toward your long-term financial goals starts with making the next right move.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
A little proactive planning can help minimize the impact of tax code changes and help you keep more of your retirement income in your golden years. We can work with your tax professional to help.
FORBES.COM
How Tax Code Changes Can Affect Retirees
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
Rethinking your 401(k): 5 retirement investment strategies to help you save
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Life insurance solutions can do more than provide income to loved ones when you pass away. Let's discuss how you can use life insurance to help you achieve some unexpected financial goals.
AMERIPRISEADVISORS.COM
Insurance solutions later in life
From long-term care insurance to a health-savings account, we can explore numerous options to protect your income and retirement savings, even if illness or injury results in unexpected expenses.
AMERIPRISEADVISORS.COM
Planning for unexpected medical costs
Will your long-term care needs impact your lifestyle in retirement?
It doesn't have to.
Join us for an educational webinar to learn more about your options. We can talk one on one about your personal situation when you are ready. For your convenience, we have several flexible meeting options!
We are having a toy drive!
Small & Associates Financial invites you to join us in helping less fortunate children have a great holiday season. With so many charities struggling this year, we have decided to host a toy drive at our Tulsa office of Small & Associates Financial.
In the past, many of you have generously donated toys at our annual client appreciation party. Since we won’t be having a get together this year, we invite you to drop off a new, unwrapped toy at our office, located at:
4200 E. Skelly Dr, Suite 1015
Tulsa, OK 74135
Our regular office hours are 8am-4pm, Monday – Friday. If you would like assistance getting them from your car to our office, please let us know and we’ll be glad to lend a hand. Please bring them to the office by Friday, December 11.
The toys will be donated to the Marine Corps Toys for Tots program. You can learn more about the program by clicking
https://www.toysfortots.org/about_toys_for_tots/toys_for_tots_program/default.aspx
Local non-profits depend on our support for the resources they need to serve our neighbors. Together, we can help sustain the good work they do for our community. If you’re interested in learning new ways you can help them, let’s talk. #strengthincommunities
Local non-profits and businesses depend on community support. Ask us how we can work together to support them. #strongertogether
Teach your employees how to avoid heavy debt this holiday season with a refresher on budgeting basics. Contact us to learn more. #financialwellness #blackfriday
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
As an employer, you’re in unique position to support employees’ physical wellbeing through the benefits you offer, but is financial wellness missing? Contact us to learn how financial wellness completes your package. #financialwellnessbenefits
Financial wellness programs are the #1 benefit employees want in 2021. We can help your employees better understand their financial situation to plan for the future. #financialwellness
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
It’s a great time to help your employees get their finances in shape and develop healthy financial habits. Let us help with a #financialwellness plan.
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
Today is Stacey's birthday! If you have had the luxury of talking to Stacey, you know what a warm happy person she is. She lights up our Tulsa office and does a fantastic job taking care of our clients and advisors. Help us with Stacey a happy birthday !!
Are you engaged or newly married? We can help you review or identify your goals and plan your financial future together.
AMERIPRISE.COM
Marriage and Finances
