Skip to main content

Blog, News and Information

The articles on our blog are intended to help you stay on top of recent financial headlines and news, understand changing tax and retirement legislation, follow the latest economic developments, learn about financial concepts and strategies, explore topics related to financial matters, and stay informed about subjects that can impact your financial plan.

Filter

Wealth Management

What To Do with Inherited Money

So, you’ve inherited money. Depending on the circumstances, it may have been expected or unexpected, and it may or may not have come with a great deal of heartache. Nevertheless, too few people know what to do when they inherit large sums of money, imposing more pressure than they might have imagined. Here are a few things you should consider…
Retirement Planning

7 Ways SECURE Act 2.0 Could Affect Your Retirement

After consumers throughout America were forced to endure a harsh financial storm in 2022, the year came to a close with President Biden signing a bill intending to increase and enhance the capabilities of retirement accounts. The bill is commonly referred to as SECURE Act 2.0, and it is the follow up to the Setting Every Community Up for Retirement…
Financial Planning

Your 2022 Year-End Financial To-Do List

As the year wraps up, it can be a great time to take financial inventory. Your circumstances are constantly changing and evolving, and the proper financial plan is not meant to be a set-it-and-forget-it thing. With the end of the year presenting the perfect chance to revisit your goals, here are a few areas you may want to check in…
Financial PlanningRetirement Planning

Living Trust Benefits

What is a Revocable Trust? A revocable trust, often called a living trust, is essentially an agreement between a trustor and a trustee.  In this agreement, the trustee is granted the right to hold assets and property of the trust for the benefit of a third party called a beneficiary. It is common practice that the individual creating the trust,…

PCIA North Texas Social

PCIA Market Updates

Your Life, Your Goals, Your Future

Our Services

Prime Capital Investment Advisors North Texas

Meet The Team

How Can We Help You?

Close Menu

777 International Parkway, Suite 180
Flower Mound, TX 75022
(214) 765-5092