Welcome to Our Blog!
Subscribe to receive insights from our team—delivered to your inbox once a month.
December Market Commentary: A New Regime Comes Into Focus
A New Regime Comes Into Focus November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming government is not a surprise, and the emphasis is likely to be on deregulation and tax cuts. Several of the...
Featured Picks
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Browse by category
Select a category to see more related content
All Articles
31 Days of Financial Wellness
JULY 16, 2021 You hear a lot about the value of keeping physically fit, but do you keep your money in shape too?...
TRS Retiree Employment after Retirement Changes Made by the 87th Regular Session of the Texas Legislature
Written By: Mike Cochran Major changes made by several bills that have been passed and signed into law by the Governor...
Three small steps to help you enter retirement debt free
Written By: Edgar Ortiz During our lives, we encounter different cycles of debt depending on our current situation....
The Best Thing You Can Do for Your Personal Finances
Written By: John Fowler, CFP® You won’t believe it... It’s a beautiful Wednesday afternoon and I’m driving down the...
How to Prepare for Tax and Estate Planning Changes
Written By: John Folwer, CFP® Unprecedented. A word we have uttered quite a bit over the last 14 months....
Is Financial Wellness a Must-Have Employee Benefit?
Employee stress is growing. A new survey by John Hancock shows the prevalence of stress has doubled since the start of...
Marriage and Money: Six Mistakes to Avoid
Written By: Michael Collins When it comes to marriage, you want to do things right. The same thing with finances....
How to avoid breaking the bank on Valentine’s Day
"Money can feed the body. Love will feed the soul.” -Toni Payne The commercialization of Valentine’s Day didn’t...
2021 IRS Retirement Plan Contribution Limits
The IRS has released the Annual Plan Limitations for 2021 for defined contribution and defined benefit plans. 403(b),...