Brandon McCormick, Author at PCIA North Texas

Brandon McCormick In Financial Planning, Retirement Planning, Tax Planning

Your 2023 Year-End Financial To-Do List

It’s that special time of the year when the holiday spirit is in the air, good friends are always near, and family time fills up our schedules. It’s also the perfect time to take financial inventory and reassess your plan to see if it still aligns with your goals. You may need to make tweaks, as your circumstances have almost…

Brandon McCormick In Financial Planning

5 Ways to Show Your Thanks

As we make our way through November, we start to think about all the things we’re grateful for; however, whether it’s family, friends, opportunities, experiences, good fortune, laughter or love, it can be difficult to find a good way to say “thank you” or spread the spirit of giving. Sometimes, though, it’s much simpler than it might sound, and small…

Brandon McCormick In Financial Planning, Retirement Planning, Wealth Management

Why Long-Term Care is an Important Part of a Financial Plan

Financial planning can be a complex process, especially for those looking for a comprehensive plan that accounts for every aspect of their life. That comprehensive plan traditionally includes budgeting, investing, tax-mitigation, estate planning, and as you get closer to retirement, should even include Medicare and Social Security. One aspect that often goes overlooked, however, is planning for long-term care, or…

Brandon McCormick In Financial Planning, Wealth Management

Why Estate Planning is About More Than Money

Estate planning is only for the extremely wealthy. I don’t have enough assets to need a will. My family will figure it out. Things will sort themselves out. I’m way too young to start thinking about a legacy plan. Making an estate plan is just too expensive right now. These are just some of the most commonly believed myths about…

Brandon McCormick In Financial Planning

Top 5 States to See Fall Colors

Summer has officially left the building, and it’s time for fall! With fall comes beautiful cool weather and even prettier changing leaves, painting the United States in reds, yellows, oranges and greens. Autmn is also one of the best times of the year to travel, so if you’re planning on using some of your downtime this season to visit a…

Brandon McCormick In Financial Planning

Top 5 Football Foods

Even the biggest fans of their teams who show up in old, torn jerseys they refuse to throw away can’t deny that food is the best part of a football Sunday, and after a long offseason, we’re just so glad it’s back. Good food just makes us feel better, and there’s nothing like a great meal surrounded by your closest…

Brandon McCormick In Financial Planning, Retirement Planning

6 Key Features of Indexed Universal Life Insurance

Traditionally, life insurance has been one of those assets someone might hold but hope they never have to use. Often crafted to protect from the worst-case scenario, it’s most known for the death benefit it can offer heirs in the event of untimely death, providing a payout that has the potential to ease both financial and emotional tension. Modern life…

Brandon McCormick In Financial Planning, Retirement Planning

Financial Freedom at Each Stage of Life

It’s true. Money can’t buy happiness. You can’t simply walk into a store and purchase it over the counter or off the shelf. It can, however, open avenues that allow you to pursue happiness, giving you the flexibility to chase what makes you feel fulfilled, understood and complete. That flexibility is called financial freedom, and it occurs when you’re no…

Brandon McCormick In Financial Planning

Summer at the Cinema: “Barbie” vs. “Oppenheimer”

So far through the 2023 summer movie season, the theater has been just as hot as the temperatures. We’ve seen the return of classic characters, mid-year explosions, some extremely effective scares, a few beautiful love stories and arthouse flicks that could pop back up come Oscar season when the calendar turns. No storyline, however, has boomed quite the way one…

Brandon McCormick In Retirement Planning

7 Signs You May be Ready for Retirement

Preparing yourself for retirement can be scary, as so many variables and questions leave timing up in the air and offer little to no confidence when it comes to selecting the perfect moment to quit your job and spend your time doing what you want to do instead of what you have to do. There are, however, strong indicators that…

Brandon McCormick

Your 2023 Year-End Financial To-Do List

5 Ways to Show Your Thanks

Why Long-Term Care is an Important Part of a Financial Plan

Why Estate Planning is About More Than Money

Top 5 States to See Fall Colors

Top 5 Football Foods

6 Key Features of Indexed Universal Life Insurance

Financial Freedom at Each Stage of Life

Summer at the Cinema: “Barbie” vs. “Oppenheimer”

7 Signs You May be Ready for Retirement

Categories

Prime Capital Investment Advisors
— North Texas

Brandon McCormick

Categories

Prime Capital Investment Advisors — North Texas

Prime Capital Investment Advisors
— North Texas