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Is Now a Good Time to Refinance Your Mortgage?
-One of the questions people ask me most often is whether or not it is a good time to refinance…
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How the CARES Act May Impact You
-On March 27th, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a $2 trillion emergency…
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The Bear Market of 2020: Bottom or Just Catching Its Breath?
-Looking back at the first three months of the year, the number of historical events we have just experienced is…
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How to Make Healthcare a Little More Affordable
-Does it seem like your medical expenses are increasing at a faster rate than your pay? An HSA or FSA…
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Medicare Open Enrollment: A Retiree Healthcare Redo?
-As your life changes, so can your health care needs. Medicare open enrollment can provide an opportunity for you to…
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How-to Hack North Texas Giving Day
-What is North Texas Giving Day? Have you wondered how to give back to your local community? North Texas Giving…
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Will Facebook to Be Your Next Bank?
-Facebook is creating a new currency. What do you need to know?
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SECURE? Retirement planning might be about to change
-Don’t look now, but retirement retirement planning as we know it might be about to change.
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Charitable Giving After the Tax Cut and Jobs Act
-With only a couple weeks left in 2018, you are running out of time to take Required Minimum Distributions (RMDs)…
