"It's about more than just money!"
WELCOME TO OUR WEBSITE: We want you to know that the information presented herein is not intended to be a recommendation to purchase or sell any security or insurance product mentioned herein. Please feel free to contact us at your convenience to discuss your individual situation!
NOW -- here's your question for the day:
Relative to your personal financial situation :
"What keeps you awake at night?"
Among other issues, are you asking yourself questions about:
[1] Retirement Income Planning & Funding
...will I outlive my money, or will my money outlive me?
[2] Asset Allocation & Portfolio Construction
...do I have too much portfolio risk trying to get higher returns?
[3] Tax-Managed Investing
...is there anyway I can minimize taxes I pay on my investments?
[4] Long Term College Funding
...how can I financially help my kids / grandkids with college?
IF these types of questions keep you awake at night,
AND you want a second opinion on what to do about it
CALL US!
We remain anxious to serve you in anyway we can.
Registered Branch Office: The Plano address listed above (6301 Widgeon Drive) is our Administrative Office and is not generally intended for Advisor/Client meetings and seminars. When you're ready to share thoughts & ideas on "running out of money" versus "running out of time", just call. We remain anxious to serve you!
OFFICE #: (972) 731-6760
If our receptionist puts you through to Voice Mail,
PLEASE leave a message.
We will get back to you as soon as possible!
Click here for information of favorite funds:
American Funds, Eventide Funds, The Timothy Plan.
Newsletters
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Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
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HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
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The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.