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Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Nov 1, 2023
Categories
Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay...
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Business page of a newspaper

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Oct 1, 2023
Categories
Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic...
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Person writing a list in a notebook

How to Stop Subconsciously Sabotaging Your Financial Goals

Sep 1, 2023
Categories
Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our...
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Navigating the Post-Cancellation Era of Student Loans

Aug 1, 2023
Categories
Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where...
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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.

4 Tips for Minimizing Financial Anxiety

Jul 1, 2023
Categories
Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers

Retirement Plan FAQs

Jun 1, 2023
Categories
Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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A row of houses along a canal

Retiring Abroad

May 1, 2023
Categories
Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Woman sitting on a rock looking out at lake. In the distance is a large mountain range

It's Never Too Late to Save for Retirement

Apr 1, 2023
Categories
Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Parent reading a book to their newborn child

What does "Wealth" Mean to You?

Mar 1, 2023
Categories
Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Man sitting on a park bench and working on a laptop

Financial FAQs

Feb 1, 2023
Categories
Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.

Creating an Investment Philosophy

Jan 1, 2023
Categories
Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Hand holding a bill with a red "Past Due" stamp on it

Debt and Retirement: Can You Handle Both?

Dec 1, 2022
Categories
Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

 

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912 Travis Ave
Fort Worth, TX 76104

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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