There's a 2023 fix for the ACA "Family Glitch." Since the inception of the affordable care act (ACA), if your employer offered affordable health insurance coverage for you as an employee, you were ineligible for ACA subsidies for your family members even if adding them to your employer plan was not … [Read more...]
Recessions and Investments
Whether we have a recession coming and how the investment markets will react is on many people's minds right now. While we can't predict either of those things, we can gain insight from how the investment markets behaved during the global financial crisis from January 2007 - December 2010. … [Read more...]
Q4 2022 Personal Financial Planning Newsletter
Our Q4 personal financial planning newsletter is now available. It's packed with information on the investment markets - actions you can take, how to manage your personal volatility, perspective on bonds, and updates on year-to-date results. As part of looking at the investment performance, we also … [Read more...]
Virtual Financial Planning Meetings
Many of our clients are opting for virtual financial planning meetings. So, we created this brief video to share how they work. We've found that video financial planning meetings offer convenience for both local Dallas-Fort Worth clients and those that may be further away. Some of our clients … [Read more...]
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