If you are a high-income earner or business owner, there’s a decent chance you’ve looked at your retirement plan and thought: “Wait… that’s it?” You max out your 401(k), maybe you do some additional investing in a brokerage account, and then you realize the IRS limits can feel restrictive pretty
Fort Worth’s small business community has continued to expand, and with that growth comes increased competition for skilled workers. Offering a competitive retirement benefit is no longer just a perk reserved for large corporations – it has become a baseline expectation for many job seekers across North Texas. For owners
Selling your business is one of the biggest financial moments of your life. It’s the culmination of years, sometimes decades, of work. Most owners spend an overwhelming amount of time focused on the deal itself, valuation, structure, negotiations, taxes on the sale. All of that matters, but I believe what
As 2025 tax returns are being finalized, a lot of business owners are starting to ask the same question: Am I doing everything I can to reduce taxes while still building long-term wealth? With potential tax changes on the horizon and many professionals hitting their peak earning years, that question
If you run a business in Fort Worth and offer a retirement plan, it’s easy to think about it as just another employee benefit. Something that helps with recruiting, retention, and checking a box. But the moment you put a plan in place, it stops being just a benefit. It
In a competitive North Texas market, a robust retirement plan is a strategic advantage for lowering your tax bill and retaining top talent in the DFW metroplex. Whether you’re a solopreneur near Main Street or scaling a team near Lake Grapevine, here are some commonly used Plan options that could
Some people lose their wealth slowly. Others lose it all at once. One event, one lawsuit, one situation that escalates faster than anyone expects. If you live in Westlake, you’ve probably done well. You have a nice home, strong income, maybe you own a business, and your kids are involved
Each quarter we look at the funds in our investment lineup as well available funds not in our lineup, that meet our investment criteria. As we began to do that this year, we came across this slide deck showing the performance of Dimensional Funds up until December 31, 2023. Take