Skip to main content

Retirement Planning

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…
Read More

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

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,…
Read More

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