by Hannah Moore | Feb 13, 2020 | Financial Advisor, Financial Planning, Financial Transitions
Making the decision to change careers is exciting. You can easily get caught up in the fervor of leaving behind an old job and experiencing something new. But before you make that switch, be sure you know what you’re giving up and what you’re getting in return. Avoid...
by Hannah Moore | Feb 7, 2020 | Financial Advisor, Financial Planning, Financial Transitions
Times are changing, and so is the American workplace. Companies no longer offer pensions to employees today. Generation Xers carry the most student loan debt of any generation at nearly $40,000 per borrower. Baby boomers have the second-highest average student loan...
by Hannah Moore | Mar 3, 2019 | Financial Advisor, Financial Planning
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...
by Hannah Moore | Mar 1, 2019 | Financial Advisor, Financial Planning
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...
by Hannah Moore | Feb 27, 2019 | Financial Advisor, Financial Planning, Personal Finance
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...
by Hannah Moore | Dec 8, 2015 | Couples and Money, Financial Advisor, Financial Planning, Financial Transitions, Personal Finance, Retirement
Clients describe the meeting as shocking, even while admitting that they knew it was coming. It’s the financial planning meeting in which we look at their retirement projections to see if they are on track to meet their financial goals. Some couples have figured it...
