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...
On average, about 37% of Americans make New Year goals to save more money. For those with a long-term financial plan or who are nearing retirement, saving money may be an even more prominent goal. As we enter 2019, many of us are taking a closer look at our budgets...
Retirement is commonly viewed as the end-goal in life. Work hard, save money and someday you’ll be able to sail blissfully into retirement. While it sounds pretty straight-forward, the experience of actually retiring can be much more difficult than what you may...
