December is the wrong month to start thinking about taxes. Most of the decisions that move a high earner’s tax bill lock in before the calendar turns, and the return your accountant prepares next spring simply records choices you finished making months earlier. Texas levies no individual income tax, so
For many successful families in Southlake, building wealth has taken years of hard work, disciplined investing, and thoughtful financial decisions. However, accumulating wealth is only part of the equation. Preserving it and ensuring it passes to future generations according to your wishes requires a well-designed estate plan. Estate planning is
Moving to Texas can create meaningful financial opportunities, especially for families and business owners relocating from states with high personal income taxes. Texas does not impose an individual state income tax, which can significantly improve cash flow for high earners, retirees, entrepreneurs, and investors. However, moving to Texas does not
Finding the right financial advisor in the Dallas–Fort Worth metroplex can feel overwhelming. The region is home to thousands of professionals who call themselves “advisors,” “planners,” “wealth managers,” or “consultants,” and the titles alone tell you surprisingly little about how someone is trained, regulated, or paid. The good news is
Gen Z has grown up in a world shaped by rapid change. From a young age, they have experienced economic uncertainty, rising education costs, the explosion of technology, and constant access to financial content through social media. While they have more tools and information at their fingertips than any generation
When Jimmy Buffett died in 2023, he left behind more than a legendary brand and loyal fans. He left a $275 million estate, and a trust designed to manage it. But instead of bringing peace to his family, the trust has sparked a bitter legal battle. Buffett named his wife,
The other day I watched a great video with Dave Butler, Co-CEO of Dimensional Funds and David Booth, Founder of Dimensional funds. In the video they talk about the client/advisor relationship and how that relationship should look. After watching, I had 6 take aways that I want to share. Below
Remember that old saying “nothing ever stays the same”? Well, that saying can be applied to a wide array of things, including IRS filing regulations. Last year, the IRS issued updated regulations for 2024 that are intended to minimize the number of paper filings they receive each year. These new
August is National “Make a Will” Month, and it’s a great annual reminder to update your will if needed and create a will if you don’t have one already. A will is an important estate-planning document that can help you transfer your assets with ease. Having a proper will can
5 Things I Learned While Studying for the CFP Exam Over the last 3 months, I have been diligently studying and preparing to take the Certified Financial Planner (CFP) Exam. Although the process of preparing for the exam was time-consuming and stressful, all my hard work paid off on July