Should You Be Concerned About Inflation?

If you pay attention to financial news, you are probably seeing a lot of discussion about inflation, which has reared its head in the U.S. economy after being mostly dormant for the last decade. In May 2021, the Consumer Price Index for All Urban Consumers (CPI-U), often called headline inflation, rose at an annual rate […]

GameStop & Hedge Funds

What do you think about GameStop? I have been asked that question a lot this week.  And prior to 2021, I had probably never thought about GameStop even once – ever.  In case you haven’t heard the news reports on GameStop lately, the company’s stock has been at the center of a battle between small […]

Estate Planning Documents – Is your family prepared?

One of the first priorities for our financial planning and wealth management clients is to have appropriate estate documents in place. While most people consider estate planning documents to be their Will and/or Trust, they also include necessary Power of Attorney designations, Medical Directives and HIPAA designations. The combination of these documents allows an individual […]

Amazon Top 10

I got a nice surprise when I looked at the Amazon ranking for Wealthfulness on Monday morning. (Yes, I admit I check the rankings from time to time.). As I write this post, Wealthfulness is ranked #10 in the Kindle Store for Retirement Planning and #33 in books for the same category. It’s not yet […]

2018 IRA Contributions

Don’t forget about your 2018 IRA contributions. As you know, Lance and I are big fans of Roth IRA savings.  We’re also in favor of lowering your tax bill whenever possible.  Even if one or both of you are not working full time, you may still be able to contribute to a Traditional IRA, Roth IRA […]

Tax Update – Filing your 2018 taxes

Tax Update – Filing your 2018 taxes By now, you’ve probably heard news reports regarding the tax law changes for 2018.  Last year Congress enacted the largest tax reform in decades, and we want you to be aware of how those changes might affect your tax return. Here are a few things to keep in […]

We have moved!

HAPPY 2019! Don’t Forget – We have moved our office and will not be receiving mail or phone calls at the old location after Jan 31. Here is our new address & phone number: 550 S. Watters Road / Suite 242 / Allen, TX / 75013 (972) 972-8565