Stopping Contributions?
Should we stop our contributions until the market gets better?
The Most Important Question to ask your Financial Advisor
If you’ve ever been on the hunt for a financial advisor, you’ve probably seen the “10 Questions to ask a Financial Advisor.” We’ve all pushed content about it and they’re nearly all identical in substance. Questions such as: “Are you a Fiduciary” “What are your fees” “Qualifications and Experience?” “Are you a CFP® (usually followed…
How to Manage Event Risk and Recover From Life’s Financial Curveballs
The possibility of unforeseen financial risks keeps many of us up at night. If you’ve ever been dealt a financial curveball—or you simply live in fear of one—you may be looking for some guidance on how to best prepare for the future or get yourself back on track. The truth is, curveballs will always be…
How to Focus On the Things You Can Control in Life and Finances
We live in uncertain times. The pandemic has fueled challenges in all aspects of life, including family dynamics, health, finances, and societal stability. With the wide range of concerns you may be confronted with, it’s tempting to get swept up in the frenzy, scrambling to control all of the variables, only to realize that there…
Increase Your Tax Savings and Grow Your Small Business Retirement Plans
According to Business Insider, there were 14.9 million self-employed Americans in 2021, up from 12.7 million in 2020. If you’re among the growing number of individuals who are self-employed or own a small business, you may already know that you have several options when choosing your retirement plan. Two of the most common are the SEP-IRA…
Preparing for Tax Season: Take These Steps Now to Make Filing Easier
If you tend to put off doing your taxes, you’re not the only one. In fact, as many as 33% of Americans wait until the last minute to file their taxes. But just because it’s a common habit doesn’t mean it’s a good one to have. Doing your taxes well before the deadline can allow you to…
Here Are the Best New Year’s Money Resolutions to Make in 2022
Although many people feel that New Year’s celebrations are a bit of a letdown after the magic of Christmas, I personally love the New Year holiday. New Year’s Eve and New Year’s Day symbolize a new chapter in our lives and provide us with a landmark by which to measure our progress with our goals.…
What I Love About Being a Financial Advisor in Dallas, Texas
Last week, I shared a post celebrating my 20-year anniversary as a financial advisor with LPL Financial. LPL is the company I partner with that provides comprehensive support to myself and my clients. This is an exciting milestone for me for many reasons, and I’m glad to have the opportunity to reflect on my personal and…
Our Approach to Financial Planning
Do you know you could benefit from financial advice, but not sure how to find the right financial advisor? If so, you’re not alone. There are many types of financial advisors out there – some who specialize solely in investment management, others who sell proprietary products like annuities and life insurance, and still others who…
Why I Became a Financial Advisor
Having been in the financial services industry for my entire working life, I often get asked why I became a financial advisor. The truth is, financial advising isn’t for everyone. It can be stressful keeping a constant eye on volatile financial markets and the complex interplay between international economies, especially when those things start to…