Talking about money, in any setting, can feel taboo at best. Whether you struggle with money or you have plenty, it can be hard to know who to talk to money about and when.
30 billion “robocalls” were made in 2017 and over 482.5 million phishing attempts were detected. That’s a lot of fraud.
So what can you do to stay safe from security and finance fraud attempts like these… and what should you look out for as these scams become more and more sophisticated?
Did you know that the happiest people in the world aren’t just happy? Study after study suggests that happiness isn’t just an innate quality; it’s a matter of a person’s environment, their relationships, and what they do each and every day. What we do every day — whether it’s work, raising kids, or volunteering — gives us a sense of pride and satisfaction, which all lead to happiness.
My retired clients are some of the most vibrant and active people I know — and there’s no stopping them. Retirement also looks a lot different now than it did 50 years ago.. People are living longer and staying active, which means you have a lot of time to enjoy your post-work time. They’re also choosing to retire on their terms, not on the timeline of previous generations.
Most clients are surprised when they get to retirement and see that their taxes have changed. They go from having a normal W2 income, where their taxes are withheld — and sometimes they even withhold additional taxes to ensure they don’t owe at the end of the year. Then, they file their taxes, maybe get a refund, and it’s all fairly straightforward
When they retire, however, a couple of things happen.
In my work with my financial planning clients, I’ve found that there are a number of tax mistakes made every year — and some of them have nothing to do with how you file. That’s why I’m sharing these 5 mistakes, in the hopes that you can address these before you file for 2018, or so you can keep them in mind for 2019.
D Magazine, one of Dallas’s top publications, has been on a mission to provide a spotlight for the area since 1974. They share everything from local arts, culture, politics, fashion, food, and nightlife, but they’re particularly great at providing locals a list of the “best” in different categories.
I’ve been named one of D Magazine’s Top Financial Planners in Dallas for four years running.
I love my job. I think quite a few people say they love their jobs, but for me, it’s really true. Working with my clients is truly a privilege — they’re some of the most amazing and interesting people I’ve ever met. But aside from my great clients, I also love the work involved in being a Certified Financial Planner™. Why? Well, there are a few reasons...
When the markets fall, it can be intimidating for everyone — including your financial planner. As an individual, watching your account balances fall is stressful and, as a financial planner, we watch that happen to each of our clients. It’s hard to see our clients struggle.
Money and relationships can seem at odds sometimes. Especially when partners have different approaches and attachments to money, everyday discussions can become heated and difficult. If you’ve got some “money troubles” with your partner, know that you’re not alone.
Ready to reach your financial goals in 2019 and set yourself up long-term financial success? It doesn’t require an elaborate budget or downsizing in the majority of cases. In fact, it can be pretty simple: Review the big picture
Making the transition from working and having a sense of control over your income to trusting that your investments and savings will provide the income you need, can be difficult
How will the recently passed tax bill affect you? For most, taxes will go down. How much is based largely on your specific situation, but here are some things that you can do to help yourself in light of the recent tax bill.
Hannah was recently recognized by InvestmentNews as a “40 Under 40”, an award given to individuals in the financial industry based on their accomplishment, contribution, leadership and promise. The InvestmentNews 40 Under 40 project spotlights people with “standout potential in the financial advice industry” and recognizes “young talent doing remarkable things”.
Determine what you want in your elder years and start having those conversations with your family.
In our final post about student loans, we discuss the options available to families to avoid the trap of crippling debt.