After 13 years in finance, I’ve learned one truth that shapes how I approach every client conversation: A high net worth does not equal generational wealth. Last week, I met with a savvy business owner who’s built a thriving company and accumulated substantial assets. He could have spent our time
The holiday season in Irving, Texas is a time of joy celebration and giving. However with all the excitement the season brings you still need to plan your finances carefully. Did you know that the average American spends almost one thousand five hundred dollars on gifts during the holiday season
Using two-factor authentication (2FA) or multi-factor authentication (MFA) is a smart way to protect your online accounts. But not all methods are equally secure or reliable. One common mistake people make is using a Google Voice number as their primary phone number for receiving 2FA codes or authentication messages. While
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
Most people who fail don’t fail because they don’t try, it is usually because they don’t have the right system to create success. Success is intentional and so it is no surprise to learn financial security doesn’t happen by accident; it requires planning and intentionality. Whether you aim to pay