Tag: financial planning in texas
Apr
25
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Understanding and Overcoming the Widow’s Penalty
Losing a spouse is one of life’s most challenging experiences, bringing not only emotional upheaval but often financial stress as well. Unfortunately, many widows face...
Mar
27
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Navigating Election Years: Investing for the Long Haul
In the realm of financial planning, election years often bring a flurry of speculation and uncertainty. With political campaigns dominating headlines and policy proposals looming,...
Oct
26
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From Heir to Millionaire: How to Responsibly Manage Sudden Wealth
Inheriting wealth is a double-edged sword; on one hand, it can be a life-changing event, but on the other hand, it comes with its own...
Oct
19
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Q3 Market Commentary
In September, the financial markets experienced some turbulence, affecting both stocks and bonds. Bond market yields started to rise, causing concerns in the stock market...
Oct
2
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Children with parents, planning for your aging parent’s financial future
It’s an undeniable phase of life: As our parents age, the roles often reverse, and the children become the primary caregivers. At the heart of...
Sep
18
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August Market Commentary
August was a tough month for stocks, with the major benchmark indexes ending the month lower. Investors tried to decipher mixed economic data throughout the...
Aug
30
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July Market Commentary
Stocks performed well in July, as major benchmark indexes recorded significant gains. Despite the interest rate rise, the stock market and the economy have shown...
Jul
25
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Retirement Income Planning for Successful Entrepreneurs
If you’re a successful entrepreneur in the Grapevine, TX area considering retirement in the next few years, one of the most important aspects of your...
Jul
20
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June Market Commentary
As of mid-2023, we’ve seen a rebound in the equity markets. However, a narrow list of mega tech sector names propelled by recent artificial intelligence...
Jun
19
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Harness the Power of a CFP® and AIF® to Maximize Your Retirement
As a high-income earner, you’ve dedicated countless years, immeasurable effort, and strategic acumen to build significant wealth over a long period. But navigating the complexities...
