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Financial Awareness

Location, Location, Location.

Location of your assets matters, both for you and your heirs. Optimal asset location is a crucial...

Financial and Legal Preparation for College Students

It has been a year of milestones in my home. My son graduated high school, turned 18, and started...

Financial Wellness Check-Up

It’s time for a check-up! Don’t worry, this is not an article reminding you to have your annual...

Risk Tolerance - What’s Right for You?

When it comes to investing, everyone has a different risk tolerance. Your co-worker or neighbormay...

The Exceptional American Economy

Remember the good old days when the U.S. economy was growing at a 2.5% clip and when it accounted...

What to do when your liability forecast looks cloudy? An umbrella policy may be a great source of protection.

Have you heard of the term “Umbrella Policy,” but are not sure what it is? Has a professional, such...

3 Questions to Ask Before a Big Purchase

We can have many different reactions when the time comes to make a big purchase. Some of us focus...

A Marquee for TXSE: What investors should know about the new Texas Stock Exchange

Eyebrows are raised and interests piqued at the announcement of the new Dallas-based stock...

The American Dream Isn’t So Dreamy

For decades, Americans have idealized home ownership making it a pinnacle of financial stability....

Reviewing Your Paystub

Do you know when your next payday is? Most of us remember when we are set to receive our awaited...