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. You may have children or close family and friends you are supporting financially, or you could...
Most clients are surprised when they get to retirement and see that their taxes have changed. I have this conversation with almost all of my clients when they retire. They go from having a normal W2 income, where their taxes are withheld — and sometimes they even...
It’s almost April, which means that it’s almost Tax Deadline Time. For most people, taxes aren’t something they look forward to, but it’s also not something they worry about that much. After all, you fill out a few forms and hope to get a return, right? But in my work...
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...
