Introduction: Why 529 Plans Matter for Retirement Planners Planning for retirement often means focusing on building a nest egg, securing...

Estate planning is one of the most crucial yet often overlooked aspects of financial planning. It involves making arrangements for how...

Introduction: Understanding Gifting as an Estate Planning Tool As individuals approach retirement or are already enjoying their golden...

Understanding Hidden Taxes in Retirement Retirement is often thought of as a time of relaxation and financial security, but hidden taxes...

As you enter retirement or begin thinking about how to manage your finances for the long haul, one crucial element to consider is...

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...

The Santa Claus Rally suggests stocks perform well around Christmas through the first few trading days of the new year. Stewart Fields,...

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...