If you own a home in Southlake, Colleyville, Grapevine, Keller, or Westlake, the property tax bill is probably one of the biggest checks you write each year. Turning 65 is the moment Texas starts giving some of it back. Some of it can arrive on its own, but not all
DOWNLOAD THE PDF U.S. stocks inched higher in the third quarter and finished near record highs, while bonds and real estate lost ground. Investors stayed focused on artificial intelligence, record corporate profits and a resilient U.S. economy, and they looked past higher oil prices and plenty of uncertainty around the
The policy you bought for the kids did its job. You probably bought term coverage in your thirties so a mortgage and two tuition bills would never land on one income. Now the kids have jobs, the mortgage balance shrinks every month, and the premium notice looks like a bill
The third quarter of 2026 delivered mixed results across the major markets. The U.S. stock market led the major equity markets with a 1.41% gain, followed by International Developed markets at 0.89%. Emerging Markets declined slightly by 0.37%, while Global Real Estate experienced a larger decline of 6.03%. Fixed income
A guide to the safe harbor 401(k) notice deadline, which plans still need an annual notice, and how amendments change the timing. Why December 1 Gets Employers’ Attention It is early fall, and the owner of a growing Fort Worth company is walking through year-end items with her controller. Headcount
DOWNLOAD THE PDF The second quarter of 2026 looked quite different from the first. After markets struggled in March, stocks bounced back as investors once again focused on artificial intelligence, strong corporate profits and the continued strength of the U.S. economy. Even with the war in Iran, higher oil prices
The second quarter of 2026 delivered strong gains across nearly every major market. Emerging markets led the way, surging 24.05%, followed by the U.S. stock market at 15.44% and Global Real Estate at 10.76%. International Developed markets also posted a solid 10.22%. Fixed income markets contributed positive returns as well,
Most people think tax planning is something you do in March or April. You gather documents, send them to your CPA, sign the return, pay what you owe, and move on. The problem is that tax preparation and tax planning are not the same thing. Tax preparation looks backward. It
Most people don’t struggle with money because they’re bad at math. They don’t struggle because they picked the wrong budgeting app. And they usually don’t struggle because they lack intelligence. In my experience, the biggest reason people struggle financially is because they don’t have a system. Instead, they have bits
DOWNLOAD THE PDF The markets have had their fair share of ups and downs to start 2026, and we’re only in April. In recent history, midterm years have been years of volatility, and it seems that 2026 does not want to buck that trend. Add a conflict with Iran and