The fall 2026 financial planning newsletter is now available. It covers perspective on the investment markets including recent bond fund performance and how you should respond to changing market conditions. We also discuss the social security cost of living adjustment (COLA) for 2027 and year-end … [Read more...]
Year-End Financial Planning Checklist
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 or are in distribution mode, this checklist can help identify opportunities to avoid missed … [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 lists, and we are honored to be among such great company. Dallas-Ft. Worth Best Financial … [Read more...]
Myth Bustin’: My income is too high for Roth 401k contributions
"Unfortunately, my income is too high to make Roth 401k contributions." We hear this sentence a lot. And -- good news -- this is 100% a myth. There is no income limit to make Roth 401k contributions. If you have access to a 401k that offers a Roth option, you can contribute to it no matter how … [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, meaning you don't pay federal income tax on them. (You still pay FICA taxes on them.) When you take a … [Read more...]
Student Loan Repayment Changes: 2026 Updates
The past two presidential administrations have focused on contrasting fixes for the student loan debt problem. Keeping up with the changes can be a bit of a chore, so here is a simplified explanation of two recent student loan repayment updates. Borrowers will certainly cheer the first, but the … [Read more...]
Summer 2026 Financial Planning Newsletter
The summer 2026 financial planning newsletter is now available. In addition to our investment update and mid-year financial considerations, we share an overview of Trump / 530A accounts including how to find out if your children are eligible for any free money. We also answer the question: "Does … [Read more...]
Trump accounts / 530A
530A accounts (commonly referred to as “Trump Accounts”) need to be addressed if you have children under 18. Many young families can benefit from an initial government contribution or private grants. Much like taking advantage of your employer's match in your retirement plan, there is a little bit … [Read more...]
Myth Bustin’: Do financial planners care how you spend your money?
Myth: Your financial planner doesn’t care how you spend your money. You may have heard your financial planner say "I don't care how you spend your money." You may also have heard us ask you if you could increase your savings or defer a car purchase. And we might have even asked you “what else?” … [Read more...]
Financial Planning and the World Cup: “This Isn’t What I Expected”
One of the most fascinating stories of this year’s World Cup being hosted in the United States has not been on the field. It has been hearing visitors from all over the world say things like, “This isn’t what we expected!” Many arrived with assumptions about America. Those perceptions were shaped … [Read more...]
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