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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

Bartlesville financial advisors Stephen Stipe & David Shoesmith of Wealth Management Solutions provide retirement services for executives and managers of ConocoPhillips and Phillips 66 as well as business owners and professionals in Bartlesville.

They call their approach "Retiring Right." They ask questions, listen and use decades of experience to guide you toward the retirement you envision. They both have more than 25 years working with company retirement plans and are dedicated to helping oil industry retirees make sound decisions to achieve the best in retirement. They invite your questions about retirement, financial planning and investments. Call or email them. They are here to help.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Shows how transfer-on-death designations help avoid probate costs.

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Considering some important issues now could provide more options in the event of early retirement.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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