Recent Articles
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Safe Buckets
Does market volatility concern you? If you are about to retire or already retired, you may want to consider a safe bucket.
401k Loans: A Good Idea, Or Costly Mistake?
Have you ever wondered about the pros and cons of taking a 401k loan? This article addresses how it works and what you should be aware of before taking a 401k loan.
Retirement Lessons From a Dog
I never wanted to own a dog, however, when my son got a dog, it taught me a new way to be healthy and receive joy. This is a valuable retirement lesson.
Should I Rollover My Old 401k?
If you have ever left a job with a company that provides a 401k plan for retirement savings, you have probably been faced with a decision: What do I do with my 401k plan? After helping clients with this decision thousands of times throughout my career, I can attest that the answer could be different for […]
Recent Articles
Investment advisory services offered through Avantax Advisory ServicesSM.
1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092
Investment advisory services offered through Avantax Advisory ServicesSM.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory services offered through Avantax Advisory ServicesSM.
1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092