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Did you know the Tax Cuts and Jobs Act is scheduled to sunset in 2026? Here’s what’s at stake if the act is allowed to expire: for wealthy families, the $25.84 million federal estate tax exemption (as of 2023 for a married...

We all make mistakes. The key is to learn from them and try not to repeat them. Financial mistakes can be particularly costly and can have long-term implications. Throughout my career, I’ve witnessed plenty of missteps and...

As we approach the back-to-school season, I wanted to discuss an important topic that might be on your mind: the cost of education. Whether you have children or grandchildren preparing for college or considering furthering your...

August is Make a Will Month, a time dedicated to strategizing for the future. You may have seen in the news that Aretha Franklin's loved ones are still caught in a legal battle due to the existence of multiple wills. The lesson from...

Like some of my clients, you may have seen the latest regarding Aretha Franklin's estate. The Queen of Soul passed in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills. As...

Have you ever wished you could just send me a text instead of having to talk on the phone or email? Your wish has been granted: I have the capability to text with you!There are a few key points to keep in mind:You can text me at (817)...

We’re living longer. Are we investing wiser? As our generation faces its golden years, we’re learning more and more about trends in aging and trends in investing.With a significant portion of the population maturing and...

Have you thought about making changes to your 401(k) program? As a plan sponsor, you may be thinking about the following issues:1Should our plan offer our employees more investment choices? How can we make the plan more user-friendly?...

Life doesn’t stand still. Neither do your life insurance needs.If you have a quote or policy and haven’t reviewed it lately, you may be surprised to discover that what worked for you then may not not meet your needs now...

May is a month to celebrate the older Americans in our country and honor their lives and the accomplishments they still have ahead of them.Older Americans Month was established in 1963 by President John F. Kennedy to bring awareness to...

Over the next several weeks, we will hear from corporate leaders as they update investors on their first-quarter financials and provide a glimpse into the rest of the year.But this quarter, the actual financial results may be of only...

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

The Cookie Monster in all of us will have to learn a little restraint this year. In what is becoming a familiar story, supply chain issues have hit yet another beloved American staple: Girl Scout Cookies.Specifically, some fan-favorite...

Are you saving for the future?People often come to me asking for financial guidance. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure how to save. If...

Stay up to date with our Weekly Market Commentary, feel free to share with your friends and family so they can keep up and have one place to go for thorough updates!

The stock market can provide some head-scratching moments, which is why I like Warren Buffet’s quote, “...don’t watch the market closely.”Stocks have been strong this year, and they rallied sharply before...