The term “estate planning” sometimes leads people to believe that it’s only about passing wealth down to the next generations. If you don’t have children, you may think that estate planning isn’t necessary. However, neither is true. Your estate doesn’t mean “wealth.”...
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...
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...
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...
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...
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...
