As you approach or enter retirement, one of the most important considerations you'll face is how to manage your finances in a way that...

When you're planning for retirement, one of the most important things to consider is your healthcare coverage. For most retirees in the...

Planning for retirement is one of the most important financial decisions you’ll make in your lifetime, and how you manage your retirement...

Introduction: A New President, a New Market Landscape Every four years, the United States experiences one of the most significant events...

A weak jobs report and a rising unemployment rate has investors selling off on Wall Street. Jon Lawton, CFP®, spoke to KPRC-TV about how...

Between the rising cost of living, massive student loan debt and longer life expectancy, young adults have a lot to navigate when...

by: Stewart Fields, CFP® The stock market has recently witnessed modest gains, continuing to set new records despite cautionary signals...

The United Auto Workers union is on strike with the nation’s largest automakers working to secure better wages and benefits. Stewart...

High inflation has many savers pressing pause on their plans for retirement. Jon Lawton, CFP® joined WFAA-TV to share tips for handling...

Do you know what you’re getting your dad for Father’s Day? Jon Lawton CFP® joined WFAA-TV to share why one of the best gifts you could...

Inflation is inching ever closer to the Federal Reserve’s 2% target rate, but prices are still high! Jon Lawton, CFP® joined WFAA-TV to...

The cost of living has increased and for many, savings have decreased, forcing some retirees into a “partial retirement.” Jon Lawton,...

If you're one of the many Americans who dream of retiring before the age of 65, you're not alone. However, one crucial aspect often...

From inflation to interest rates and bank collapses, Americans are on edge about their finances. Stewart Fields, CFP® joined WFAA-TV to...

The US dollar (USD) has been the world's dominant reserve currency for many decades, with countries relying on it for trade, investment,...

In today's fast-paced world, financial news and regulatory changes can impact our clients in deep and significant ways. As financial...

Tax season is here, and with it comes several new rules and regulations to be aware of. Financial professional Chris Massenburg joined...

The SECURE Act 2.0 is now law and is intended to strengthen and expand the original SECURE Act, which was signed into law in December...

The economy took its twists and turns over the last quarter and with more expected in the 4th quarter, Managing Partners Stewart, Jon,...

Inflation reports have been causing a lot of market uncertainty. This may be the new norm for awhile. The good news is...there's plenty...