Monday, December 9, 2019
While the holiday season may mean different things to different people, it also shines a bright light and magnifying glass on your "Money Personality." Intentional actions will help you avoid unintended consequences.
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Monday, November 18, 2019
Aging is a part of life. Our recent client event addressed both the caregivers and the cared-for, helping families to confront many of the challenges of aging and fostering discussions today to better prepare for tomorrow.
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Wednesday, October 16, 2019
Halloween may have better costumes, but October is also National Cybersecurity Awareness Month, and this message should help you with your more rational fears.
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Thursday, October 3, 2019
The financial and personal lessons that teenagers learn from a part-time job are worth far more than the spending money earned.
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Friday, September 13, 2019
Choosing your favorite thing about Dallas may not be easy, but the generosity of its citizens has to be high up on any list. Our recent Family Service Day has us inspired for the upcoming North Texas Giving Day with CFT.
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Wednesday, July 31, 2019
While it is truly an honor to be a finalist for D CEO's 2019 Nonprofit and Corporate Citizenship Awards, it is also a clear reminder that to whom much is given, much is expected.
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Wednesday, June 5, 2019
Invest in Others wanted to discuss tips for raising financially sound (and charitably minded) children. Here's the product of our recent chat.
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Thursday, May 23, 2019
I tell everyone that asks to be cautious and educated when using online tools to review their investments and finances. Somebody from US News and World Report asked, and I told him as well...
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Tuesday, February 19, 2019
Each year we release our Key Financial Data, full of information you need at your fingertips to make well-informed decisions about your money this year. Click this link [KFD 2019] to download your 2019 Key Financial Data Report. The...
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Tuesday, February 5, 2019
January often brings a deluge of ideas about how we can improve ourselves, our lives, and our finances. But just like resolutions and exercise plans, the work of changing your spending habits is done in the remaining eleven months of...
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Thursday, January 10, 2019
Over the past few years, the complacent stock market and economy have allowed investors to ignore their portfolios and maybe even their financial plans - and still possibly be successful with both. However, the start of a new year and...
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Thursday, June 8, 2017
Pop quiz: Which of these people need a Power of Attorney? a. An 86 year old woman that requires in-home care. b. A healthy 42 year old father of three. c. A 19 year old college student. d. All of the above. The answer, of course, is d)...
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Wednesday, May 17, 2017
I asked my client why he and his wife recently went on a safari, when they knew without question that they couldn’t afford it. “Well, my neighbor decided to go and asked us to go along. What else was I going to say?”...
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Tuesday, April 18, 2017
1. Remember why you hired them. 2. They’re innovative. Let them be that way. In fact, celebrate it. 3. Be fascinated by what you and your millennial can teach each other. 4. Mentor them. 5. Admire their love for life - they want...
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Thursday, January 12, 2017
When people imagine retirement, they tend to conjure images of themselves as being healthy, happy, and fully capable of doing what they want to do. However, as people live longer and longer, we know that sometimes our bodies start to...
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