Tag: financial planning in texas

May
30
Aging in Place: Updating Your Home for Comfort and Longevity
Aging in Place: Updating Your Home for Comfort and Longevity
As we navigate through life, our needs and abilities evolve. For many individuals or their aging parents, the concept of “aging in place” has become...
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Apr
25
Understanding and Overcoming the Widow’s Penalty
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...
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Mar
27
Navigating Election Years: Investing for the Long Haul
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,...
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Oct
26
From Heir to Millionaire: How to Responsibly Manage Sudden Wealth
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...
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Oct
19
Q3 Market Commentary
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...
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Oct
2
Children with parents, planning for your aging parent’s financial future
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...
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Sep
18
August Market Commentary
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...
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Aug
30
July Market Commentary
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...
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Jul
25
Retirement Income Planning for Successful Entrepreneurs
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...
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Jul
20
June Market Commentary
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...
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