G. DeWayne McAnally, LLC and the Advisory Group have been serving Oklahomans since 1978. G. DeWayne McAnally, CFP, Grant R. Milner, CFA®, and Jenna R. McAlister, AAMS® advise clients in all areas of the financial arena. They specialize in charting your future financial course using management of Investments, 401K Rollovers, IRAs, IRA Rollovers, Retirement, Financial Planning, Estate Planning, Insurance, Educational Funding, or any other financial areas that are important to you. Give us a call at (405) 728-1649 to setup your free, no pressure consultation and get your questions answered.
Newsletters
-
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
-
Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
-
Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
-
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.