If your advisor isn’t reviewing your tax return and planning in this area of your financial life, it may be worth pausing and asking why.

The IRS states one of the biggest issues found on small 401(k) plans is inadequate fidelity bond coverage. It’s about the easiest thing you’ll do for your plan, but if you don’t have it, it can lead to some serious consequences.

In Part II of What Things Should I Consider When Buying a Home, I will cover issues regarding closing costs, tax issues, estate planning topics, and few other odds and ends!

Taking out a 401(k) loan can have some serious consequences. Whether you run your company’s 401(k) plan and help participants with these decision or you’re personally considering one, take time to review the details of what you’re getting into and other options to consider.

Choosing the right retirement plan for your company can seem daunting. There are many factors to consider and this article aims to help make it simpler for you!

Buying a house is much more than just a principal and interest payment to the bank. With interest rates on the rise, still being in a somewhat hot real estate market (at least in Texas), and inflation eating away at your dollars, you should really consider all financial aspects of buying a house. A wrong move on this transaction could cost you significantly, so plan it out!

Don't settle for a general approach when you're in need of a specialist. You wouldn’t do that with your health. Don’t do it with your company's 401(k) plan!

Do you have a fiduciary duty to hire a 401(k) advisor? Not if you possess the skill, will and time!

With volatile markets, inflation, and uncertainty here, what are some things you can do with your personal finances? This is part two of this series and it will cover taxes and long term planning/estate topics.

Buying an RV or boat may sound fun, but are you accounting for all the costs and how does it impact your long-term financial plan?

With volatile markets, inflation, and uncertainty here, what are some things you can do with your personal finances? In part one of this two part post, I’ll review cash flow, asset, and debt considerations. Part two will cover taxes and estate topics.

Implement these 7 habits into your fiduciary routines

It's important t know how your advisor is paid and the conflicts of interest that may be present.