As we begin fourth quarter, now is a good time to review our year-end financial planning checklist for items that may need attention before December 31. Whether you are currently saving for retirement … [Read More...]
D Magazine Best Financial Planners and Top Wealth Managers
We are grateful to be included again in the D Magazine lists for Dallas-Ft. Worth Best Financial Planners and Top Wealth Managers. Financial planning peers in the Dallas-Ft. Worth area vote for these … [Read More...]
Should I Make Roth or Regular 401k contributions?
If your employer offers Roth or Regular 401k contribution options, which should you choose? Regular 401k contributions are the default option. These contributions are made on a pre-tax basis, … [Read More...]