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Taylor Kelly
23 hours ago4 min read
How to Transfer Wealth Through Estate Planning
Estate planning is one of the most crucial yet often overlooked aspects of financial planning. It involves making arrangements for how...
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Taylor Kelly
Mar 35 min read
Gifting Strategies to Lower Estate Taxes
Introduction: Understanding Gifting as an Estate Planning Tool As individuals approach retirement or are already enjoying their golden...
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Taylor Kelly
Feb 244 min read
Hidden Taxes in Retirement and How to Avoid Them
Understanding Hidden Taxes in Retirement Retirement is often thought of as a time of relaxation and financial security, but hidden taxes...
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Taylor Kelly
Feb 176 min read
Planning for Required Minimum Distributions (RMDs): A Comprehensive Guide
As you enter retirement or begin thinking about how to manage your finances for the long haul, one crucial element to consider is...
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Taylor Kelly
Feb 106 min read
Strategies to Lower Taxes in Retirement
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...
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Taylor Kelly
Feb 35 min read
How to Qualify for Medicare Subsidies: A Key Part of Retirement Planning
When you're planning for retirement, one of the most important things to consider is your healthcare coverage. For most retirees in the...
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Taylor Kelly
Jan 276 min read
Roth Conversions: Dos and Don’ts
Planning for retirement is one of the most important financial decisions you’ll make in your lifetime, and how you manage your retirement...
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Taylor Kelly
Jan 234 min read
New Leadership, New Market: How a Change in Presidency Impacts Your Finances
Introduction: A New President, a New Market Landscape Every four years, the United States experiences one of the most significant events...
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Stewart Fields
Dec 24, 20241 min read
Santa Clause Rally - December 2024
The Santa Claus Rally suggests stocks perform well around Christmas through the first few trading days of the new year. Stewart Fields,...
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JonLawton
Aug 7, 20241 min read
Market Volatility in an Election Year
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...
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JonLawton
Jun 24, 20241 min read
5 Steps to ‘Catch Up’ your Retirement Savings
Between the rising cost of living, massive student loan debt and longer life expectancy, young adults have a lot to navigate when...
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Stewart Fields
Jan 24, 20243 min read
Record Highs: Will They Last?
by: Stewart Fields, CFP® The stock market has recently witnessed modest gains, continuing to set new records despite cautionary signals...
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Stewart Fields
Oct 3, 20231 min read
Auto Working Strike - What does this mean?
The United Auto Workers union is on strike with the nation’s largest automakers working to secure better wages and benefits. Stewart...
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JonLawton
Sep 12, 20231 min read
Navigating high inflation
High inflation has many savers pressing pause on their plans for retirement. Jon Lawton, CFP® joined WFAA-TV to share tips for handling...
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JonLawton
Sep 12, 20231 min read
Advice From My Father
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...
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JonLawton
Sep 12, 20231 min read
Hot Summer, Cooling Inflation
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...
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JonLawton
Sep 12, 20231 min read
Partial Retirement
The cost of living has increased and for many, savings have decreased, forcing some retirees into a “partial retirement.” Jon Lawton,...
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Stewart Fields
Jun 29, 20232 min read
Planning for Healthcare Before Medicare: Strategies to Reduce Your Private Insurance Cost
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...
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Stewart Fields
May 9, 20231 min read
Interest Rates & Recession: What's next?
From inflation to interest rates and bank collapses, Americans are on edge about their finances. Stewart Fields, CFP® joined WFAA-TV to...
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Stewart Fields
Apr 3, 20233 min read
The US Dollar: Dominance, Challenges, and Future Prospects in the Global Economy
The US dollar (USD) has been the world's dominant reserve currency for many decades, with countries relying on it for trade, investment,...
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