What Generation Z Wants From Financial Technology

Generation Z doesn’t know a world without mobile banking. And that presents opportunities—and challenges—for financial-technology companies.

What Relief Will The IRS Give Taxpayers This Filing Season?

The filing season recently began, and with it the public pleas intensified for the IRS to change, at least temporarily, its notice, collection, and penalty procedures.

What 5 Money Questions Rock?

When it comes down to the basics, there are only a few things you need to know about money: How to make it, how to keep it and how to grow it.

I know, I’m oversimplifying. Yet most people don’t even know the basic stuff. If they’re lucky enough to learn the guiding principles in school, great, but with most of our culture focused on spending, saving gets left in the dust.

Why Are Oil Prices So High and Will They Stay That Way?

HOUSTON — Oil prices are increasing, again, casting a shadow over the economy, driving up inflation and eroding consumer confidence.

Why Medicare Surcharges Can Shock Retirees

Dear Glenn,

I would like to see you write, and warn your readers, about Medicare surcharges. I was insufficiently aware of the impacts. Perhaps you can cushion the shock for others.

Why Your Tax Professional Isn’t Returning Your Calls

At this point it should not be news to taxpayers that the last two filing seasons have been hard on tax professionals and that this season is not showing any signs of improvement. Still, it’s tax season and taxpayers need to be able to communicate with their tax professionals to ensure that their returns are filed timely, accurately, and most importantly this year, electronically.

Q&A: Regular 401(k) or Roth 401(k)? Here’s what young workers should consider.

Q: I’m in my first job out of college, making an entry-level salary, and my employer offers both a traditional 401(k) and a Roth 401(k). Can I go for both? Which should I go for?

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Meet Kate

Kate graduated from Oral Roberts University with a degree in Global Ministry and the Marketplace and went directly into full-time Ministry at her local church following graduation.

 

With a passion for helping people win and stewarding an atmosphere of excellence, she is driven to elevate systems, procedures, and programs. As a lifelong Tulsa resident, Kate recently married her high school sweetheart in July of 2022. When Kate is not in the office, you will find her serving the local church, playing pickleball, enjoying coffee with friends, and cheering on her husband, Brody, at the golf course.