You might not be able to follow through on all 22 of these resolutions, but implement even just a few of these and you’ll be well on your way to a more prosperous financial life in the coming year. Co

We see a lot of people who aren’t getting the kind of advice and service from their financial advisor that they should be. In a lot of cases, the advisor is only “managing the investments,” but not pr

To successfully complete a jigsaw puzzle, there are some strategies that you’ll want to keep in mind. And many of those same strategies apply to retirement planning. Contact: Website - 214-988-9178

There’s an old quote that says, “Age is the price of wisdom.” Let’s talk about how that applies to the financial world. Contact: Website - 214-988-9178

On this episode, we will answer some mailbag questions that have come in from our listeners. We will discuss different investment strategies, buliding a retirement plan with an age gap, and robo advis

The SECURE Act became law at the beginning of 2020 and created some significant differences in how people should plan for retirement. And while it’s not law yet, there’s a SECURE Act 2.0 on the horizo

The world is stressful. Let’s take a small break from it with some goofy financial planning and financial advisor jokes and see what kinds of lessons we can learn from them. If you have any questions,

So much focus in the financial world revolves around accumulating money. There’s all sorts of advice, how- to guides and guardrails in place when it comes to saving and investing, but a lot less resou

Before you can effectively put together a retirement income plan, it’s important to understand your own tendencies for spending. Let’s explore the different personalities. If you have any questions, d

Lumber prices have skyrocketed in the last year and many people are blaming inflation for the spike. However, there are other factors that have contributed to the high price. We'll discuss a few of th