A New Administration Gets Down to Business January Recap and February Outlook January seemed to go...
Financial Planning
Stay on top of all the latest trends in personal finance and how they affect your financial plan.
The Social Security Fairness Act, HR 82
Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) for everyone who has retired under Social Security (SS) beginning effective January 2024. These reductions in SS applied to those receiving...
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Stay on Top of Your Financial Life
We all want to achieve our financial goals, but sometimes, we're not sure how to reach them. We are here to help put you on the path to financial success so you can get where you want to be.
Inflation: What does it mean for your pocketbook?
Inflation – what everyone has been talking about for the past few months. We feel it everywhere in our daily lives, but for investors the big question is how will it impact your overall financial picture? And more to the point, as the Fed pulls levers to rein-in...
What is the difference between a wealth manager and a financial advisor?
While their services may overlap in some areas, wealth advisors typically work with high-net-worth clientele and offer more in-depth and comprehensive services. Wealth advisors are better equipped to handle clients with upwards of $10 million.
Are You Ready for an Unexpected Expense
Good afternoon everybody and just want to welcome you all to this spring semester Financial Wellness course brought to you by Finpath really want to think everybody for going through the process of entering the questions on our poll Thank You Darrell for putting that...
Are Your Investment Decisions Influenced By Emotions?
Researchers in the field of behavioral finance study how personal emotions and other cognitive factors can influence financial decision-making. What they’ve discovered is that people don’t always make wise choices when it comes to their money. People sometimes react...
Charitable giving can be part of your financial plan
As families grow in size and overall wealth, a desire to "give back" often becomes a priority. Cultivating philanthropic values can help foster responsibility and a sense of purpose among both young and old alike, while providing financial benefits. Charitable...
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...
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...