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QUARTERLY MARKET REVIEWS:

2018 Q2

2018 Q3

2018 Q4

How Irving and Dallas-Fort Worth Homeowners Can Unlock Tax-Free Rental Income

One lesser-known tax strategy allows you to rent out your personal residence without reporting the income.

Investing 101 for Professional Women

Professional women continue to advance in leadership, build strong careers, and create financial opportunities for themselves

How to Automate Your Finances and Buy Back Your Time

Managing money becomes easier when you put your financial life on autopilot. Automation reduces stress, eliminates

The Smart Buyer’s Guide to Avoiding Home Purchase Regrets

Buying a home is one of life’s most exciting milestones. It can also feel overwhelming if

Smart Strategies for Coordinating Benefits with Your Spouse

When both spouses receive employee benefits, it can create valuable opportunities to save money and strengthen

What to Do When You Receive a Windfall: A Real Family’s 4-Step Roadmap

Imagine this. You inherit a quarter-million dollars, $250,000, while juggling two kids, $3,000 daycare bills, and

Generational Wealth Isn’t Built by Accident

After 13 years in finance, I’ve learned one truth that shapes how I approach every client

How to Legally Delay Receiving Required Minimum Distributions

Many retirees want to reduce taxable income in retirement. One way to do this is to

Keep Your Finances Merry and Bright with a Holiday Budget in Irving, Texas

The holiday season in Irving, Texas is a time of joy celebration and giving. However with