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.
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...
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. Unprecedented. As in an unprecedented viral outbreak, an unprecedented economic shutdown, an unprecedented amount of stimulus passed by Congress, and an...
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), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below. 2020 Limits2021 Limits Employee Elective Deferrals to...Follow Us
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