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The countdown is on to cut the estate tax exemption

You or your heirs may incur unintended results if you don’t act soon

October 23, 2024 6 min read

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Financial moves for women facing a life disruption

How to respond to a divorce, widowhood or other curveballs to avoid financial hardship

October 10, 2024 6 min read

Healthcare worker and woman walking

What’s your plan for your long-term care?

7 in 10 retirees will need it; cost of care expected to double by 2035

October 9, 2024 5 min read

Person using double validation online

New scam alert: SIM swapping on the rise

How to protect yourself and your accounts

October 7, 2024 4 min read

Shopper using a credit card to make a purchase

7 upsides of using a credit card

Travel perks, building credit are some of the advantages—if used responsibly

October 3, 2024 6 min read

Senior couple playing pickleball

Are you prepared for your financial future?

20% of Americans over 50 have no retirement savings; how to get started

October 3, 2024 5 min read

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Financial Calculators

Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Investment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”).

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.