by Christina Slavonik, CFP(R) Oh, yes! It’s that time of year again! It's time to list out resolutions or goals that we would like to accomplish this year. There may be some “rollovers” from … [Read More...]
Is a Donor Advised Fund Right for You?
Donor Advised Funds (DAFs) are a great tax planning tool for those who are charitably inclined. They are especially compelling when you have highly appreciated stock in a brokerage account or if your … [Read More...]
Virtual Tour of Our New Office
Welcome to our happy space. We are delighted to share this 4 minute virtual tour of our new office in Keller at 1692 Keller Parkway. We look forward to many years of hearing about our clients' goals … [Read More...]