BOK Financial

Your tax refund isn't just money—it's an opportunity! Lock in a 4-month CD and let your refund grow. Your future self will thank you. Learn how to maximize your momentum: https://ow.ly/OlWm50VotQt

Statistics show that women have long lifespans. In honor of #WomensHistoryMonth, instead of looking back, we want to look ahead—to your future. Financial security in the older years could depend on health status. "Long-term care is one of the biggest expenses women will face, yet it's often overlooked in financial planning," said Shane Delavan, wealth investment manager at BOK Financial. "It's critical to have a strategy in place well before you need it." Learn how women can take charge to ensure they're financially set up to support their longevity: https://ow.ly/ZAQG50Vq3Sn

To wrap up #WomensHistoryMonth, we're sharing advice from some of our women leaders on why connecting with others is crucial—both inside and outside your organization. Read more here: https://ow.ly/ba4n50Vfavl #WomenInLeadership #Mentoring

When you get a bonus at work or tax refund, using it on all the fun stuff you’ve been wanting is tempting. But it could also help with your financial goals. “When extra income is used wisely, it can become a stepping stone to better money decisions,” said Edgar Zetina, consumer product manager at BOK Financial®. Learn how to avoid lifestyle creep and divey up your money to meet both your needs and wants responsibility: https://ow.ly/hoRy50VicIa

Worried if the much-discussed tariffs will impact consumer costs? “I expect the tariffs on Mexico and Canada will be temporary until these countries do more to meet Trump’s demands on immigration and drug enforcement. But tariffs on the EU and China­­­—and their reciprocal tariffs on U.S. products—may be longer-lasting, and that may ultimately have a more meaningful impact on the lives of Americans,” said Peter Tibbles, manager of international sales and trading at BOK Financial. Learn what else tariffs could do to the value of the dollar going forward: https://ow.ly/z5Ji50VqK2w

When facing a divorce, you’ll want to consider: ✔️ Who will be on your team of professionals (lawyer, financial planner). ✔️ What you will need financially to live independently. ✔️ What’s on your credit report. ✔️ Where to find emotional support. Learn from our expert what you need to gather and be thinking about: https://ow.ly/zkO550V8EpI

Myth: You can contribute to your 401(k) and your Roth 401(k) and get a tax deduction on both. "Unlike traditional 401(k) contributions, Roth 401(k) contributions are made with after-tax dollars, meaning they are not tax-deductible," explained Brandy Barnes Marion, retirement plans education manager with BOK Financial. Learn more myths that come up around tax time as we debunk common misconceptions about what you can and can't do when filing: https://ow.ly/oKEe50VbiSC

Transform your home’s equity into opportunities! From renovations to consolidating debt, our home equity line of credit (HELOC) provides an affordable and flexible solution for your financial needs. Access funds easily without impacting your current mortgage rate. Special introductory fixed rate for 6 months – act now, offer ends April 30, 2025! 🔗Learn more here: https://ow.ly/FHmr50VoBUe

Welcome, Holli Boonstra!

In honor of #WomensHistoryMonth, we are sharing advice from some of our women leaders on what's helped them get to where they are. These strategies are also vital as they encourage their teams to bring their best selves to work: https://ow.ly/wkIS50Vfalj #WomeninLeadership #LeadershipDevelopment