Financial Planning Archives - PCIA North Texas

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Foundation of a Good Advisor-Client Relationship

With a major transfer of wealth on the horizon, here are a few ways to know if your advisor is prepared. A major wealth transfer is on the horizon, meaning that you or your children could be on the receiving end of a major inheritance. While that can certainly be scary, a financial advisor’s job is to ensure that you’re...

Brandon McCormick In Financial Planning

Top 5 Football Foods

Sure, football is great, but we’ve all just been waiting for an excuse to chow down on some good food! Here are our five favorites. 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...

Brandon McCormick In Financial Planning, Retirement Planning

6 Key Features of Indexed Universal Life Insurance

Indexed universal life insurance is a type of permanent life insurance that offers different benefits to policyholders. Here is what you need to know! 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...

Brandon McCormick In Financial Planning, Retirement Planning

Financial Freedom at Each Stage of Life

What does financial freedom mean to you? It could give you the opportunity to pursue personal goals and milestones while shouldering less of a financial burden. 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,...

Will O’Rourke In Financial Planning, Tax Planning

How ‘Succession’ Becomes Reality

HBO’s Emmy-winning series dropped a major plot bomb in its final season. Here’s how the twist could be more realistic than you might think. First and foremost, for our friends who watch the popular HBO series ‘Succession,’ this article contains spoilers, so we’d strongly recommend finishing the show before returning to learn how the equivalent of a major plot point...

Hunter Lawson In Financial Planning, Retirement Planning

Traditional vs. Roth IRA

Planning for your retirement is essential, and knowing the differences between a traditional IRA and a Roth IRA can play a significant role in building your financial future during those years. Both IRA’s offer valuable benefits, but they come with varying income limits, arrangements, and respective pros and cons. Traditional IRA: The traditional IRA offers a tax advantage as you...

Brandon McCormick In Financial Planning

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

Summer 2023 has movie fans buzzing, and with the unlikely duo continuing to make headlines together, it has us wondering which movie will come out on top. 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...

Will O’Rourke In Financial Planning, Tax Planning

What is Direct Indexing?

Direct indexing is a common investing strategy that allows investors to build a custom portfolio. Direct indexing is a strategy used by investors to build a customized portfolio of individual stocks. This investment approach has gained popularity in recent years due to advancements in technology that have made it easier and more cost-effective to implement. In this article, we will...

Marco Melero, C(k)P®, AIF® In Financial Planning

What Is a Financial Plan?

If you have been contributing to your 401(k) or similar plan at work, you may think that you have a financial plan in place. But that’s not the case. A financial plan is more than a retirement account, it’s a comprehensive outline of your finances, including both short-term goals like vacations, and long-term goals like retirement. Elements of a Financial…

Brandon McCormick In Financial Planning

Making the Most of Your Vacation Budget

Visiting new places can be fun and exciting, but long vacations to eye-popping destinations can take a toll on your wallet. Here are a few tips to make your vacation budget go farther! One of the most exciting parts of life is seeing the world that we’re so lucky to live in. At the same time, we understand that the...

Financial Planning

Prime Capital Investment Advisors North Texas

Prime Capital Investment Advisors
North Texas