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Thursday, May 14, 2026

Behind every Marshallese student in Enid is a community and a powerful story. Meet Lori Palmer, our 2026 Grants for Gratitude recipient who's spent years empowering students to share theirs.

Wednesday, April 22, 2026

What will people say at your funeral? CEO Kyle Brownlee shares the moment he realized what makes a legacy worth leaving and how it's impacted his life ever since.

Monday, March 9, 2026

The IRS is moving away from paper checks for both refunds and tax payments. Our Tax Director Crystal Harmon breaks down what's changing, what's not, and how to make sure you're ready before the shift takes full effect.

Wednesday, February 18, 2026

Research shows that success is 80% emotional intelligence and 20% IQ. Our Chief People Officer explores the five pillars of emotional intelligence, why it matters in leadership, and how it shapes the way we work with clients.

Wednesday, January 28, 2026

What makes a financial firm different? An inside look at what our Marketing Strategist has observed in six months—and what happens when values show up in everyday moments.

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Thursday, December 11, 2025

Oklahoma nursing home care costs $8,000-$9,000 a month. Learn how comprehensive financial planning protects your retirement savings and future care options.

Wednesday, January 22, 2025

As we step into 2025, high-income earners face unique challenges and opportunities when it comes to tax planning. With potential changes in tax laws on the horizon, it’s crucial to explore advanced strategies to maximize savings and...

Wednesday, January 15, 2025

As tax professionals, we know that taxes are a year-round concern, not just a seasonal task. While many people only think about taxes during preparation season, our team at Wymer Brownlee is constantly monitoring changes and updates to...

Friday, December 13, 2024

Wymer Brownlee Wealth Strategies is excited to announce the winner of its seventh annual “Grants for Gratitude” program, awarding Oklahoma Bible Academy teacher Jenelle Crismas $1,000 for her successful efforts to teach gratitude to...

Friday, November 1, 2024

At Wymer Brownlee, we believe that success is measured by much more than financial gains; it’s reflected in how we impact the world around us. This is why our Company Advance, an annual corporate retreat dedicated to strengthening our...

Monday, October 21, 2024

As the year winds down, it’s time to take stock of your financial situation and make sure you’re in the best position to transition into 2025. Year-end financial planning is an excellent opportunity to assess your progress and take...

Tuesday, October 1, 2024

In today’s fast-paced financial environment, having a clear and comprehensive view of your entire financial picture is crucial. Many individuals are left to manage their finances piecemeal, consulting different experts for taxes,...

Thursday, August 15, 2024

In the journey toward financial stability and security, many focus on investments, savings, and retirement plans. While these components are some of the main characters in your financial plan, there’s another key element that often...

Thursday, June 6, 2024

Summer is a prime season for gathering with family, laughing with friends, and enjoying long, slow evenings. These moments, which we call “experience assets,” are the stories we’ll cherish and recount later. Building these memories...

Saturday, June 1, 2024

High-yield savings accounts are gaining popularity, largely due to their attractive annual percentage rates (APRs) of around 5%. This is particularly appealing in light of the US inflation rate of 3.4%. In a world where the cost of...

Thursday, May 23, 2024

Historically, during an election year, general uncertainty about political outcomes leads to a dip in the stock market. Volatility in the stock market is no reason to panic. It’s a natural part of the investing cycle, and it can prompt...

Wednesday, April 24, 2024

“Wealth is the ability to fully experience life.” – Henry David Thoreau Let’s face it. Money is like a sugar high. It makes you happy in the short term but will leave you unsatisfied without a greater purpose. To most people, wealth is...

Thursday, March 21, 2024

Several years back, the Tax Cuts and Jobs Act nearly doubled the standard deduction while restricting the state tax deduction. As a result, a significant number of individuals shifted from itemized deductions on their tax returns to...

Wednesday, March 13, 2024

Building a healthy relationship with money can be essential to financial well-being. Money is often seen as a source of stress or worry, but if you approach it with the right mindset, you can build strong and positive relationships...

Wednesday, February 21, 2024

“At the core of our mission is the commitment to streamline our clients’ lives through a diverse array of financial services conveniently housed under one umbrella. Our unique approach is_ designed to alleviate the burdens of stress,...

Wednesday, February 21, 2024

As we step into a new year, it’s essential to stay up to date on changes that could impact your financial plan. If you’re eyeing retirement, 2024 brings some noteworthy adjustments that could shape the way you approach your golden...

Monday, January 15, 2024

The existing limits on estate taxes are set to expire by the end of 2025 unless Congress intervenes. In such a scenario, estate and gift tax exclusions will revert to pre-2017 levels, standing at $6.8 million for individuals, adjusted...

Tuesday, January 9, 2024

Most people only think about taxes during preparation season. But for those of us in the tax and accounting business, it’s top-of-mind far beyond March and April. We have not seen major legislation this year, and the IRS is still busy...

Monday, December 11, 2023

Did you know that raising a child from birth to 18 in a middle-class household can cost over $300,000?1 That’s a significant financial responsibility, but what happens when unexpected challenges arise? Aaron and his wife Natalie...

Monday, December 11, 2023

Wymer Brownlee Wealth Strategies is excited to announce the winner of its sixth annual “Grants for Gratitude” program, awarding James Monroe Elementary art teacher Hope Holcer $1,000 for her successful efforts to teach gratitude to...

Wednesday, November 15, 2023

Becoming a new parent is an incredible journey, but let’s face it – it can be expensive! From my own experience, I can tell you that my wife and I have had to have some serious talks about budgeting, saving and planning for the future...

Tuesday, October 24, 2023

Picture your financial goals as the plays in a football game, where you’re the star player. Just like you have dreams of victory on the field, you have aspirations of a secure retirement, supporting your family’s dreams and leaving a...

Wednesday, October 11, 2023

The Metro’s Most Influential highlights those who take their leadership position and use it to mold, shape, inspire and propel their spheres of influence forward. They are working to use their influence for the greater good – of their...

Sunday, September 24, 2023

The 2023 stock market rally took a breather in August as investors consider whether or not the latest batch of economic data will force the Federal Reserve to issue at least one more interest rate hike before the end of the year....

Wednesday, September 20, 2023

You’ve probably heard of diversification when it comes to investments. This concept can apply to taxes too. It’s called “tax diversification,” and it’s similar to building a financial safety net against potential future tax hikes. Tax...

Tuesday, September 19, 2023

“We strive to simplify our clients’ lives by offering a comprehensive range of financial services under one roof. Our approach helps relieve stress, fear and uncertainty – allowing our clients to focus on what matters most in life,...

Friday, August 18, 2023

Are you thinking about retirement? We call it “financial independence planning” because it’s not just about stopping work. It’s about having the choice to do whatever you want with your life. At Wymer Brownlee, we specialize in...

Thursday, August 17, 2023

In today’s ever-changing world, protecting and preserving your wealth for long-term financial security is more important than ever. As a financial advisor, I’ve had the privilege of helping countless individuals and families, and one...

Tuesday, August 1, 2023

Supporting Education for Chisholm & Enid Public School Districts. Over four hundred individual runners are expected to join at Chisholm Trail EXPO Pavilion on Saturday, September 16, 2023, to raise funds for the Great Land Run...

Thursday, July 27, 2023

Performance RecapBetter-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Sunday, July 23, 2023

When it comes to the calendar year, it’s important for business owners to review their financial situation before it’s too late to make impactful changes. I recommend doing a quick ‘financial check-in’ during the month of July or...

Tuesday, July 18, 2023

The growing cost of private school and higher education costs keeps growing, and it’s critical for families who have children that attend private institutions or choose to homeschool are aware of all the available benefits. The...

Tuesday, July 11, 2023

A Rally Continues on Calming Inflation Fears Positive signs of inflation and growth have contributed to a continuous surge in the stock market since late May with minimal setbacks. The S&P 500 Index has achieved its longest consecutive...

Monday, June 12, 2023

As you near retirement, it is critical to consider tax efficiency carefully. Although saving and investing for retirement is crucial, it is just as vital to develop strategies that minimize your tax liability throughout your golden...

Tuesday, May 9, 2023

Here’s why I think it’s important to check in with our mental health and well-being at the midpoint of the year: Life can be stressful, and it’s easy to get caught up in the day-to-day grind without taking a step back to assess how...

Tuesday, May 9, 2023

You may not think twice about the connections between your CPA and wealth advisor — until a situation arises where you could have benefited from their collaboration. That is why it is important to make sure these two key professionals...

Friday, April 7, 2023

Building a healthy relationship with money can be essential to financial well-being. Money is often seen as a source of stress or worry, but if you approach it with the right mindset, you can build strong and positive relationships...

Wednesday, April 5, 2023

When most people think of financial advisors, they likely assume we only focus on wealth. But before we help our clients set financial goals, we first talk about what’s important to them to identify their values – personally and for...

Tuesday, March 21, 2023

Today is World Down Syndrome Day (WDSD). The date for WDSD being the 21st day of the 3rd month, was selected to signify the uniqueness of the triplication (trisomy) of the 21st chromosome, which causes Down syndrome. In 2020, Aaron and...

Tuesday, March 14, 2023

There are two main options for saving for your future financial decisions: saving or investing. They are both important concepts for building wealth and a solid financial foundation, but the two are different. In my personal life, I...

Thursday, February 16, 2023

Most people only think about taxes during preparation season. But for those of us in the tax and accounting business, it’s top-of-mind far beyond March and April. For the 2022 filing season, there are a few updates from the Internal...

Wednesday, February 15, 2023

Secure 2.0 Act has been signed into law at the end of 2022, which aims to deliver dozens of new retirement-related provisions. The Act also addresses issues related to retirement and savings that were not part of the original Secure...

Wednesday, February 15, 2023

In 2023, employees are significantly more likely to save for their future when they have access to a retirement plan and financial advice sponsored by their company. With the recent passing of Secure 2.0, Congress has taken notice of...

Thursday, January 5, 2023

Expands Firm’s Presence and Tax-Smart Services in OKC Wymer Brownlee Wealth Strategies announced today the acquisition of Oklahoma City-based tax, accounting and wealth management firm FD, Thompson, which will expand its presence in...