Blog Posts

Have you written one of the most helpful documents you can leave for your family members?

The Broadening Rally and Election Woes

Steps you can take to keep your money safe and protect yourself – an alert from the SEC

We have enjoyed a booming stock market – will it continue?

Love a quick game? Love learning? Want to improve your personal finance acumen? Let’s Play!

Equity Markets are Marching Higher

Where’s the #1 place in America to live? According to The Today Show (and me), it’s Round Rock, Texas. Thank you @Jake Ridley for

Spring and early summer are filled with many opportunities for celebrations and are popular times for a variety of planned transitions in our lives.

Property Tax Protest Season is upon us! Is it appropriate for your situation? Some facts and tips to help you decide.

You may have an exercise program, skin care routine, and/or spiritual renewal commitments. But what about financial self-care routine?

Tax Planning for the Years Ahead  – A Reminder of the TCJA Tax Laws Scheduled to Sunset With the end-of-year tax planning season knocking on

Losing a loved one is an extraordinarily difficult experience. During this trying time, you must still complete a variety of tasks and make important financial

The rollercoaster ride of 2023 was a poignant reminder of a few of the most fundamental investment lessons we impart upon our clients (and ourselves).

What to Financially Expect When You are Expecting!

We recently had the honor at presenting at the inaugural FIERCE conference – an organization founded by and for women. Their mission is to accelerate

“Why should I invest in the market when I can get a guaranteed five percent right now?” What a great question. And with CD’s, money