If you're not receiving pay as a federal employee because of the government shutdown, the financial effects are very similar to an actual job loss. There are lots of resources on how to financially … [Read More...]
DFW Best Financial Planners
We're honored to be included again in the D Magazine lists for DFW Best Financial Planners and Top Wealth Managers. Financial planning peers in the Dallas-Ft. Worth area vote for these lists, and we … [Read More...]
Your Money: Fall 2025 Book Club
We're holding another book club on Carl Richards' new book Your Money: Reimagining Wealth in 101 Simple Sketches. And we have a full slate of events coming up to enrich your conversations around money … [Read More...]