Last week, we wrapped up three wonderful book club sessions with clients discussing Your Money by Carl Richards. A key takeaway many participants expressed was a plan to use the book to talk about … [Read More...]
Catch-Up Contributions in 2026
The SECURE 2.0 Act passed right at the end of 2022. While it's not quite BC (before COVID), it's still nearly 3 years ago. Most notably, it adjusted the required minimum distribution (RMD) age for IRA … [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...]