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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.


Financial Planning

Investing in an Election Year

Investing in an election year can seem like navigating a particularly unpredictable segment of the market. Political campaigns and the uncertainty surrounding election outcomes can lead to increased volatility in the stock market, impacting investor sentiment and behavior. In this article, we will explore the intricacies of investing during an election year, providing insights into how elections typically affect the…
Financial PlanningRetirement Planning

5 Things You Need to Know About Retirement

There’s an old saying that goes something like, “What you don’t know can’t hurt you.” You might have even used it, maybe when you came home past curfew without your parents finding out or poured your juice into the plant when no one was watching. And sure, no one being the wiser might have worked when you were young, but…

4 Ways to Unplug in a Digital World

In the digital age, it feels like everything needs to be connected to a power source, including ourselves. In fact, the first question we usually ask when we initially arrive at a hotel is, “What’s the Wi-Fi password?” That seems strange given that we typically go on vacation to experience new cultures, places, food and more. Nevertheless, we’re attached, and…

5 Tips to Get in Shape for Summer

Summer is just about here, and we all know what that means: it’s time to get in shape! But getting in shape can be easier said than done. In fact, we’re not afraid to admit we’ve set goals early in the year, only for those goals to have fallen through by time the summer months roll around. So no, it’s…
Financial Planning

5 Reasons Financial Planning is Important for Women

While there’s little doubt women have taken major strides professionally and socially over even the past few years, it’s still all too common for them to be left out of the financial discussion. Whether that happens on their own accord or because they simply become an afterthought in the conversation, their exclusion can be extremely damaging not just to their…
Financial PlanningTax Planning

Sunsets and Taxes: Changes to the Federal Tax Landscape

The natural beauty of a sunset on a vast horizon can be breathtaking. However, there are a small number of sunsets that most taxpayers hope to never experience. Unfortunately, this article is a discussion of the latter – but taxpayers should prepare for potential changes instead of kicking the can to 2025. WHAT’S CHANGING? The Tax Cuts and Jobs Act…

Cold Weather Self Care Tips

No matter where you’re located, it can get pretty cold during the early part of the year. Understandably, those low temperatures and dreary-looking clouds can make us want to stay inside and forget about the outside world. That’s why it’s important to take care of yourself and avoid succumbing to the season’s effects on mood or morale. Here are a…
Financial PlanningLifestyle

6 Financial Tips for Couples

Do you remember when you first met your partner? So many things about them might have captivated you. Maybe it was their eyes, their hair or their smile. Maybe you started talking and you fell in love with their outlook on life, their fun-loving attitude or their sense of humor. We’re willing to bet, however, it wasn’t your aligned financial…

5 Ways Journaling Can be Helpful in the New Year

Journaling is about so much more than just putting pen to paper. It has the potential to be a powerful tool that guides you through the more difficult aspects of life or helps you remember its greatest pleasures. And it isn’t just about your mental health. Journaling can have a profound impact on your emotional and physical wellbeing, as well.…
LifestyleRetirement Planning

5 Things You Should Know if You’re Retiring in 2024

Are you planning to enter the most exciting phase of your life in 2024? A phase where you get to do what you want to do, not what you have to do? With the right planning and preparation, it’s possible, but you should be aware of the year-over-year changes that occur for retirees, especially if this is your first year.…

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777 International Parkway, Suite 180
Flower Mound, Texas 75022

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