UNIONFINANCIAL.COM

Union Financial Advisors, LLC

6140 S. 104 E. Ave, Tulsa, OK 74133. Phone: 918.627.2500. Fax: 918.627.4450. 131 E Main St, Suite 201, Norman, OK 73069. Phone: 405.329.3110. Fax: 405.329.3158. 601 Delaware PO Box 266, Perry, OK 73077. Phone: 580.336.2054. Fax: 580.336.3251. Markets at a Glance. Welcome to Union Financial Advisors, LLC! The Roundabout Way to a Roth IRA. A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA. Do You Still Need Life Insurance? More Newsletters ».

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6140 S. 104 E. Ave, Tulsa, OK 74133. Phone: 918.627.2500. Fax: 918.627.4450. 131 E Main St, Suite 201, Norman, OK 73069. Phone: 405.329.3110. Fax: 405.329.3158. 601 Delaware PO Box 266, Perry, OK 73077. Phone: 580.336.2054. Fax: 580.336.3251. Markets at a Glance. Welcome to Union Financial Advisors, LLC! The Roundabout Way to a Roth IRA. A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA. Do You Still Need Life Insurance? More Newsletters ».

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Union Financial Advisors, LLC | unionfinancial.com Reviews

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6140 S. 104 E. Ave, Tulsa, OK 74133. Phone: 918.627.2500. Fax: 918.627.4450. 131 E Main St, Suite 201, Norman, OK 73069. Phone: 405.329.3110. Fax: 405.329.3158. 601 Delaware PO Box 266, Perry, OK 73077. Phone: 580.336.2054. Fax: 580.336.3251. Markets at a Glance. Welcome to Union Financial Advisors, LLC! The Roundabout Way to a Roth IRA. A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA. Do You Still Need Life Insurance? More Newsletters ».

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unionfinancial.com

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Union Financial Advisors, LLC

http://www.unionfinancial.com/market_watch/portfolio

6140 S. 104 E. Ave, Tulsa, OK 74133. Phone: 918.627.2500. Fax: 918.627.4450. 131 E Main St, Suite 201, Norman, OK 73069. Phone: 405.329.3110. Fax: 405.329.3158. 601 Delaware PO Box 266, Perry, OK 73077. Phone: 580.336.2054. Fax: 580.336.3251. Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Educate yourself on a variety of financial topics. A host of financial tools to assist you. Timely Newsletters to help you stay current. Financial terms from A to Z.

2

Associates : Union Financial Advisors, LLC

http://www.unionfinancial.com/Associates.4.htm

6140 S. 104 E. Ave, Tulsa, OK 74133. Phone: 918.627.2500. Fax: 918.627.4450. 131 E Main St, Suite 201, Norman, OK 73069. Phone: 405.329.3110. Fax: 405.329.3158. 601 Delaware PO Box 266, Perry, OK 73077. Phone: 580.336.2054. Fax: 580.336.3251. Markets at a Glance. Stephen P. Regouby, CFP. Tulsa: 918.627.2500. Steven A. Henderson, CPA, PFS, CFP. Tulsa: 918.627.2500. Steve Henderson is a member of Union Financial Advisors, LLC. Doane F. Harrison, CPA, PFS. Norman: 405.329.3110. Douglas R. Morris, CFP. Fax: ...

3

Union Financial Advisors, LLC

http://www.unionfinancial.com/learning_center/newsletters

6140 S. 104 E. Ave, Tulsa, OK 74133. Phone: 918.627.2500. Fax: 918.627.4450. 131 E Main St, Suite 201, Norman, OK 73069. Phone: 405.329.3110. Fax: 405.329.3158. 601 Delaware PO Box 266, Perry, OK 73077. Phone: 580.336.2054. Fax: 580.336.3251. Markets at a Glance. Fifty-seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000. Source: Employee Benefit Research Institute, 2015. Will you outlive your retirement income? How Much Cash Should You Keep?

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Union Financial Advisors, LLC

http://www.unionfinancial.com/learning_center/glossary

6140 S. 104 E. Ave, Tulsa, OK 74133. Phone: 918.627.2500. Fax: 918.627.4450. 131 E Main St, Suite 201, Norman, OK 73069. Phone: 405.329.3110. Fax: 405.329.3158. 601 Delaware PO Box 266, Perry, OK 73077. Phone: 580.336.2054. Fax: 580.336.3251. Markets at a Glance. Click any letter (A-Z) to jump to the corresponding section of the alphabetically-ordered glossary list. To search the glossary, enter a term to search for, then click the Search icon. Enter term to search for:. Adjusted Gross Income (AGI).

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Union Financial Advisors, LLC

http://www.unionfinancial.com/market_watch/markets_at_a_glance

6140 S. 104 E. Ave, Tulsa, OK 74133. Phone: 918.627.2500. Fax: 918.627.4450. 131 E Main St, Suite 201, Norman, OK 73069. Phone: 405.329.3110. Fax: 405.329.3158. 601 Delaware PO Box 266, Perry, OK 73077. Phone: 580.336.2054. Fax: 580.336.3251. Markets at a Glance. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Educate yourself on a variety of financial topics. A host of financial tools to assist you. Timely Newsletters to help you stay current. Financial terms from A to Z.

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6140 S. 104 E. Ave, Tulsa, OK 74133. Phone: 918.627.2500. Fax: 918.627.4450. 131 E Main St, Suite 201, Norman, OK 73069. Phone: 405.329.3110. Fax: 405.329.3158. 601 Delaware PO Box 266, Perry, OK 73077. Phone: 580.336.2054. Fax: 580.336.3251. Markets at a Glance. Welcome to Union Financial Advisors, LLC! The Roundabout Way to a Roth IRA. A 2014 IRS ruling makes it easier for taxpayers to move after-tax 401(k) contributions directly to a Roth IRA. Do You Still Need Life Insurance? More Newsletters ».

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