Your Virtual Financial Consultant through the Financial Shock
Our team of Financial Consultants is here to help with your questions around managing your money and taking care of your family during these difficult times—all without leaving your home.
Tax Wins From Portfolio Gains
Written By: Sarah Nadiri Do you have large unrealized capital gains in your after-tax (non-retirement) portfolio? The question of how to strategically plan around large, embedded capital gains has become increasingly popular. The growth of the U.S. and other global...
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? Financial wellness isn’t about how wealthy you are. It’s about the health of your finances, regardless of your income. It’s knowing you can pay your bills,...
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 or are on his desk as of this date and expected to be signed, which will affect rehired retirees from the Teacher Retirement System of Texas (TRS)....
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. Most people don’t think of retirement and debt until it is too late. The goal of entering retirement is to go with as little debt as possible. Below are...
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 highway towards Dallas. I’m listening to music in the car and rolling down the highway. You know how it is, that certain song comes on and you can’t...Follow Us
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