Starting in 2026, high-income earners will quietly lose two major tax benefits on charitable giving. These changes don’t sound dramatic at first glance but when you run the numbers, they add up to a real haircut on your generosity. Let’s break it down below. Two Hidden Hurdles Ahead Here’s what’s
I believe time is the most valuable resource in wealth management. Too often, it gets consumed by tasks that don’t directly serve clients. Tax returns, insurance policies, and estate documents demand hours of review, leaving less room for the conversations that matter most. Clients don’t hire us to read paperwork.
Identifying Retirement Expenses The initial step towards estimating your retirement needs is to pinpoint your anticipated expenses. You can adopt either the bottom-up or the top-down approach. The bottom-up method requires you to draft a detailed budget, listing every foreseeable expense in retirement such as groceries, utilities, travel, and property
The 3rd quarter of 2025 delivered strong performance across global stock markets, with Emerging Market Stocks leading the gains at 10.64%, followed by U.S. Stocks at 8.18%, International Developed Stocks at 5.33%, Global Real Estate at 4.22%, the U.S. Bond Market at 2.03%, and the Global Bond Market at 0.49%.
People have their take on retirement, including the good, the bad, and the ugly. With planning, hard work, and a little luck, retirement for Grapevine residents can be a dream come true (at least according to these pundits). Here are some of our favorite quotes about retirement! According to the
As an entrepreneur or a high-achieving sales leader, you likely wear many hats. You’re responsible for growing your business, closing deals, managing people, and ensuring that your company continues to move forward. Amid these many responsibilities, it’s easy to push aside your personal financial management. While taking control of your
I am TERRIBLE at drawing… But I love to do it when talking about money, especially when talking about how to make your money work better for you. There are so many terms and so much jargon in the finance industry and I feel like drawing pictures helps cut through
If you are a business owner generating more than $2 million in revenue, you have probably felt the frustration of writing large checks to cover risks that traditional insurance does not address. I see this often with successful business owners we work with. Your business may be exposed to risks
Labor Day was first celebrated in 1882 as a way to recognize the dignity of hard work and the people who keep our economy moving. In 1894 it became a federal holiday, honoring both the workers of the past and the generations whose efforts would shape the future. That same
Shawn worries about the next recession and has decided not to invest right now. He feels justified because the headlines make it sound like the world is ending every time the market drops. Fear in those moments feels natural. But recessions are not new. Since World War II, the U.S.