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Category: Practical Finance

Tailored Financial Planning – Choosing the Right Registered Investment Advisor (RIA)
Tailored Financial Planning – Choosing the Right Registered Investment Advisor (RIA)
27 Dec 2023
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The mantra of “one size fits all” product or service model does not apply to many areas of our personal or professional life. With something as important as planning for your retirement, your child’s education, […]
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What is IRMAA?
What is IRMAA?
5 Dec 2023
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Ah, retirement. The golden years, where you’re supposed to sit back and relax on a beach without a care in the world, right? But wait, what’s this? The Income-Related Monthly Adjustment Amount (IRMAA)!? Okay, so […]
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Leveraging Qualified Charitable Distributions
Leveraging Qualified Charitable Distributions
Navigating the tax code to identify tax planning opportunities is tricky for the average joe. Even Albert Einstein said, “The hardest thing to understand in the world is the income tax.” With tax season wrapping […]
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Texas Landowner Liability Acts: Protection For Your Operation, Land, and Heritage
Texas Landowner Liability Acts: Protection For Your Operation, Land, and Heritage
22 Nov 2023
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As a farmer, rancher, or landowner, you understand the importance of protecting your property. You spend countless hours tending to your land, livestock, and infrastructure, and you want to ensure that both your investment and […]
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Budget Is Not A Bad Word
Budget Is Not A Bad Word
15 Nov 2023
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Budgeting as a financial planning concept generally gets a bad rap. For many people, it conjures a scarcity mindset (“I can’t ever buy a latte at Starbucks”). For others, it’s simply boring: the idea of […]
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2023 TRS Annuitants – Recent Legislature Update
2023 TRS Annuitants – Recent Legislature Update
13 Jul 2023
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During the 2023 Texas state legislative session, bills were approved that provide two enhancements for retired Texas educators. If you are a retired teacher, administrator, or other Texas state education employee who receives a TRS […]
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How Artificial Intelligence, Tech, and Productivity Impact Portfolios
How Artificial Intelligence, Tech, and Productivity Impact Portfolios
5 Jul 2023
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The world has been abuzz over artificial intelligence and the possible benefits and threats. These range from the practical such as better tools for knowledge workers and ways for students to avoid writing papers, to […]
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Is It Better To Consolidate My Investments?
Is It Better To Consolidate My Investments?
27 Jun 2023
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People often ask our team what the benefits of consolidating investment accounts are, if it is better, and when might be the best time to do so. Each of these are excellent questions that depends […]
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Investment Markets: 101 – A Crash Course to Keep You on Track
Investment Markets: 101 – A Crash Course to Keep You on Track
13 Jun 2023
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No, don’t worry, there won’t be an exam at the end of this course. But you will have the knowledge to keep up with your friends the next time happy hour turns into an episode […]
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How Often Should I Review my Investment Portfolio?
How Often Should I Review my Investment Portfolio?
13 Jun 2023
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If you’re an investor, it’s important to regularly review your investment portfolio to ensure that you are staying on track with your goals and making the most of your financial investments. But how often should […]
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