Lonergan Advisors

Lonergan Advisors Family owned financial planning firm in Tulsa, OK

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
06/19/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.
06/17/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
06/15/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
06/12/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Facing divorce? Don't overlook changes to your insurance coverage.
06/10/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Being healthy may help your personal finances.
06/08/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.
06/05/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

Take the time to think about these three things when shopping for your next vehicle.
06/03/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
05/29/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
05/27/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Address

9315 S Toledo Avenue Ste A
Tulsa, OK
74137

Telephone

+19183925477

Website

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