Broker Check

3750 West Main St., 3 Park F
Norman, OK 73072

LinkedIn

Kent A Cornell CFP®

(405)200-1368

 

Blog

Friday, February 15, 2019

Social Security by the Numbers Facts about the federal Old-Age, Survivors, and Disability Insurance (OASDI) program. Provided by Kent Cornell, Certified Financial Planner™ Social Security has been a pillar of retirement life for...

 

Wednesday, February 13, 2019

The Different Types of IRAs This popular retirement savings vehicle comes in several varieties. Provided by Kent Cornell, Certified Financial Planner™ What don’t you know? Many Americans know about Roth and traditional IRAs...

 

Monday, February 11, 2019

Strategic vs. Tactical Investing How do these investment approaches differ? Provided by Kent Cornell, Certified Financial Planner™ Ever heard the term “strategic investing”? How about “tactical investing”?...

 

Friday, February 8, 2019

Certain Uncertainties in Retirement Two financial unknowns may erode our degree of confidence. Provided by Kent Cornell, Certified Financial Planner™ The financial uncertainties we face in retirement may risk reducing our sense...

 

Monday, February 4, 2019

Facts About Refinancing Even with interest rates rising, you may want to explore the possibilities. Provided by Kent Cornell, Certified Financial Planner™ In the first quarter of 2018, the refinance share of home loan...

 

Show All

Friday, February 1, 2019

The A, B, C, & D of Medicare Breaking down the basics & what each part covers. Provided by Kent Cornell, Certified Financial Planner™ Whether your 65th birthday is on the horizon or decades away, you should understand the parts...

 

Wednesday, January 30, 2019

Why You Should Have an Online Social Security Account In monitoring your Social Security profile, you may help to thwart fraud. Provided by Kent Cornell, Certified Financial Planner™ Could your personal information soon be...

 

Monday, January 28, 2019

Investing in Your Beliefs Is your investment strategy as socially and environmentally conscious as you are? Provided by Kent Cornell, Certified Financial Planner™ It’s not uncommon – Many a well-educated, socially...

 

Friday, January 25, 2019

Money Concerns for Those Remarrying What financial factors deserve attention? Provided by Kent Cornell, Certified Financial Planner™ Some of us will marry again in retirement. How many of us will thoroughly understand the...

 

Wednesday, January 23, 2019

Why Having a Financial Professional Matters A good professional provides important guidance and insight through the years. Provided by Kent Cornell, Certified Financial Planner™ What kind of role can a financial professional play...

 

Monday, January 21, 2019

Your Emergency Fund: How Much is Enough? An emergency fund may help alleviate the stress associated with a financial crisis. Provided by Kent Cornell, Certified Financial Planner™ Have you ever had one of those months? The water...

 

Friday, January 18, 2019

Building a College Fund Do it smartly, without the all-too-common missteps. Provided by Kent Cornell, Certified Financial Planner™ According to Sallie Mae, U.S. families with one or more college students spent an average of $24...

 

Wednesday, January 16, 2019

When Alzheimer’s Disease Is Diagnosed Part of a series on how to care for your aging parents. Provided by Kent Cornell, Certified Financial Planner™ Imagine the outlook for your life changing in minutes. A diagnosis of...

 

Monday, January 14, 2019

Planning for Retirement When You Are Single If you aren’t married, you should consider these potential expenses & needs. Provided by Kent Cornell, Certified Financial Planner™ How does retirement planning differ for single...

 

Friday, January 11, 2019

Grandparents Raising Grandchildren How can they cope with the financial demands? Provided by Kent Cornell, Certified Financial Planner™ When many people hear the word “parents,” they picture a couple in their forties....

 

Wednesday, January 9, 2019

Mid-Life Money Errors If you are between 40 & 60, beware of these financial blunders & assumptions. Provided by Kent Cornell, Certified Financial Planner™ Between the ages of 40 and 60, many people increase their commitment to...

 

Monday, January 7, 2019

Traditional vs. Roth IRAs Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Provided by Kent Cornell, Certified Financial Planner™ IRAs can be an important tool in your retirement savings belt, and...

 

Friday, January 4, 2019

Yes, Young Growing Families Can Save & Invest It may seem like a tall order, but it can be accomplished. Provided by Kent Cornell, Certified Financial Planner™ Plan to put yourself steps ahead of your peers. If you have a young,...

 

Wednesday, January 2, 2019

Financial Steps to Take Before a Divorce Wise moves to make before things are finalized. Provided by Kent Cornell, Certified Financial Planner™ Before your divorce goes through, it would be wise to check up on financial matters....

 

Monday, December 31, 2018

Tax Scams & Schemes The “dirty dozen” favored by criminals & cheats. Provided by Kent Cornell, Certified Financial Planner™ Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers...

 

Friday, December 28, 2018

Understanding Homeowners Insurance What all new and prospective homeowners need to know. Provided by Kent Cornell, Certified Financial Planner™ If you arrange a mortgage, your lender will want you to have homeowners insurance....

 

Wednesday, December 26, 2018

Preparing to Sell Your Business Do you have a strategy to follow? Provided by Kent Cornell, Certified Financial Planner™ Have you created a company that someone will want to buy? Your children won’t necessarily want to take...

 

Friday, December 21, 2018

Putting a Price Tag on Your Health Being healthy not only makes you feel good, it may also help you financially. Provided by Kent Cornell, Certified Financial Planner™ We constantly hear how important it is to maintain a healthy...

 

Thursday, December 20, 2018

Do Your Investments Match Your Risk Tolerance? When was the last time you looked at the content of your portfolio? Provided by Kent Cornell, Certified Financial Planner™ When turbulence hits Wall Street, are you stressed out? If...

 

Monday, December 17, 2018

The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction. Provided by Kent Cornell, Certified Financial Planner™ When you are planning for your future, what do you...

 

Friday, December 14, 2018

The Retirement We Imagine, the Retirement We Live Examining the potential differences between assumption & reality. Provided by Kent Cornell, Certified Financial Planner™ Financially, how might retirement differ from your...

 

Wednesday, December 12, 2018

Women & Money Paralysis Not making a move may not be the best move to make. Provided by Kent Cornell, Certified Financial Planner™ A decision not made may have financial consequences. There is an old belief that women are more...

 

Monday, December 10, 2018

Why Do You Need a Will? It may not sound enticing, but creating a will puts power in your hands. Provided by Kent Cornell, Certified Financial Planner™ According to the global analytics firm Gallup, only about 44% of Americans...

 

Wednesday, December 5, 2018

Wise Decisions with Retirement in Mind Certain financial & lifestyle choices may lead you toward a better future. Provided by Kent Cornell, Certified Financial Planner™ Some retirees succeed at realizing the life they want,...

 

Monday, December 3, 2018

Keep Your Umbrella Handy Have a home-based business? Have a teen driver? Consider umbrella insurance. Provided by Kent Cornell, Certified Financial Planner™ In 2017, the U.S. had a record 11.5 million millionaires, up from 10.8...

 

Friday, November 30, 2018

Your Financial Co-Pilot If anything happens to you, your family has someone to consult. Provided by Kent Cornell, Certified Financial Planner™ If you weren’t around, what would happen to your investments? In many families,...

 

Wednesday, November 28, 2018

Tax Considerations for Retirees Are you aware of them? Provided by Kent Cornell, Certified Financial Planner™ The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity...

 

Monday, November 26, 2018

Women Need to Take Charge of Their Money Why do so many of us delegate financial responsibilities to others? Provided by Kent Cornell, Certified Financial Planner™ Many women are in charge of their financial lives, and proudly so...

 

Monday, November 19, 2018

Staying Out of Debt Once You Get Out of Debt As you reduce your liabilities, embrace the behaviors that may improve your balance sheet. Provided by Kent Cornell, Certified Financial Planner™ Paying off a major debt produces a...

 

Friday, November 16, 2018

The Value of Key Employee Insurance Can your small business risk not having it? Provided by Kent Cornell, Certified Financial Planner™ What kind of financial loss would your business face without its key employees? They are worth...

 

Wednesday, November 14, 2018

Coping With an Inheritance A windfall from a loved one can be both rewarding and complicated. Provided by Kent Cornell, CFP™ Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member...

 

Monday, November 12, 2018

Is Generation X Preparing Adequately for Retirement? Future financial needs may be underestimated. Provided by Kent Cornell, CFP™ If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago,...

 

Friday, November 9, 2018

The Sequence of Returns A look at how variable rates of return do (and do not) impact investors over time. Provided by Kent Cornell, CFP™ What exactly is the “sequence of returns”? The phrase simply describes the...

 

Thursday, November 8, 2018

End-of-the-Year Money Moves Here are some things you might want to do before saying goodbye to 2018. Provided by Kent Cornell, CFP™ What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire?...

 

Monday, November 5, 2018

When You Retire Without Enough Start your “second act” with inadequate assets, and your vision of the future may be revised. Provided by Kent Cornell, CFP™ How much have you saved for retirement? Are you on pace to...

 

Wednesday, October 31, 2018

Searching for Health Coverage in the Years Before Medicare What are your options for insuring yourself prior to age 65? Provided by Kent Cornell, CFP™ If you retire before age 65, you must be prepared to address two insurance...

 

Monday, October 22, 2018

Tolerate the Turbulence Look beyond this moment and stay focused on your long-term objectives. Provided by Kent Cornell, CFP™ Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to...

 

Tuesday, October 16, 2018

Investing Means Tolerating Some Risk That truth must always be recognized. Provided by Kent Cornell, Certified Financial Planner™ When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly...

 

Monday, October 8, 2018

Preparing to Retire Single Unmarrieds need to approach retirement planning pragmatically. Provided by Kent Cornell, CFP™ In an ideal world, it would be simple to prepare for a solo retirement. You would just save half as much as...

 

Wednesday, October 3, 2018

Filling Out the FAFSA There is really no reason to wait. Provided by Kent Cornell, Certified Financial Planner™ October is here – the ideal time for college students to apply for financial aid. October 1, in fact, marks the...

 

Friday, September 28, 2018

Smart Financial & Insurance Moves for New Parents As you start a family, consider these ideas. Provided by Kent Cornell, Certified Financial Planner™ Being a parent means being responsible to a degree you never have been before....

 

Wednesday, September 19, 2018

Retirees, Check Your Withholding It may need to be adjusted due to the 2017 federal tax reforms. Provided by Kent Cornell, Certified Financial Planner™ The Internal Revenue Service has a message for you. You may need to adjust...

 

Wednesday, September 12, 2018

Getting Your Personal Finances in Shape for 2019 Fall is a good time to assess where you stand and where you could be. Provided by Kent Cornell, Certified Financial Planner™ You need not wait for 2019 to plan improvements to your...

 

Thursday, September 6, 2018

5 Retirement Concerns Too Often Overlooked Baby boomers entering their “second acts” should think about these matters. Provided by Kent Cornell, Certified Financial Planner™ Retirement is undeniably a major life and...

 

Wednesday, August 29, 2018

Underappreciated Options for Building Retirement Savings More people ought to know about them. Provided by Kent Cornell, Certified Financial Planner™ There are a number of well-known retirement savings vehicles, used by millions....

 

Monday, August 20, 2018

Tax Moves to Consider in Summer Now is a good time to think about a few financial matters. Provided by Kent Cornell, Certified Financial Planner™ Making changes earlier rather than later. If you own a business, earn a good deal...