Skip to main content
Category

Financial Planning

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…
Read More
Will O’Rourke
In Financial Planning, Tax Planning

How ‘Succession’ Becomes Reality

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 could affect the financial landscape. Now, for those of us who are caught up on this brilliant show, let’s go over how its twist…
Read More
Hunter Lawson
In Financial Planning, Retirement Planning

Traditional vs. Roth IRA

Traditional IRA: The traditional IRA offers a tax advantage as you save for retirement. Here’s how it works: Let’s say you contributed $5,000 to a traditional IRA this year, you may be able to deduct that $5,000 on your tax return. This allows you to have a nice break on your taxes to the IRS. If you’re filing individually and…
Read More
Will O’Rourke
In Financial Planning, Tax Planning

What is Direct Indexing?

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 explore the concept of direct indexing and provide sources for further reading. What is Direct…
Read More
Marco Melero, C(k)P®, AIF®
In Financial Planning

What Is a Financial Plan?

Financial Planning
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…
Read More
Close Menu

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