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Website Logomobile logo
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
  • About Us
    • Who We Are
    • Our Approach
    • New Client Process
  • Our Clients
  • Services
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Small Business Retirement Plans
    • Wealth Advisory Service
  • Contact Us
budgeting visual
by Matt Ward
Financial Planning
Budgeting CFP CPA finance financial planning investing
October 14, 2024
58 likes

The Art Of Budgeting

The Art Of Budgeting Budgeting is a tool created to improve how you manage your finances, and to be a guide leading you closer to reaching your financial goals. Budgeting consists of having a system t

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lifestyle creep
by Matt Ward
Financial Planning
behavioral finance CFP CPA finance investing lifestyle inflation Saving
October 7, 2024
61 likes

The Quiet Rise Of Lifestyle Creep

The Quiet Rise Of Lifestyle Creep Research from 2023 concluded that 36% of Americans earning $200k or more and 48% earning $100k or more are living paycheck to paycheck. This begs the question of why

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2
by Matt Ward
Financial Planning
CFP CPA finance investing retirement Saving traditional vs roth ira
September 30, 2024
49 likes

A Great Debate: Traditional IRA vs. Roth IRA

A Great Debate: Traditional IRA vs. Roth IRA Choosing between retirement accounts is a decision that affects your financial future, even though it may seem like no one gives much thought to the choice

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emotional biases visual
by Matt Ward
Financial Planning
behavioral finance bias CFP emotions finance financial planning psychology
September 30, 2024
44 likes

How Emotions Are Shaping Your Financial Decisions

How Emotions Are Shaping Your Financial Decisions Neuroscience research reveals why emotion plays such a crucial role in our financial decisions. Our brains have numerous neural pathways to prioritize

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the-tale-of-two-investors
by Matt Ward
Financial Planning
buylow CFP CPA investing money psychology sellhigh stock market
September 4, 2024
23 likes

The Tale of Two Investors: The Optimist and the Pessimist in the Stock Market

The Tale of Two Investors: The Optimist and the Pessimist in the Stock Market In the world of investing, much like in life, perspective shapes reality. Imagine two investors: one, an optimist who sees

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Psychology-of-spending-money
by Matt Ward
Financial Planning
behavioral finance CFP CPA dallas financial planning Fort Worth investing money psychology
September 4, 2024
21 likes

The Psychology Behind Spending Money

The Psychology Behind Spending: Why We Think $30 a Day is Fine but $30 a Month Feels Like a Burden It’s a common scenario: we’ll easily spend $30 on a meal, coffee, or entertainment without a second t

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RMD (1)
by Matt Ward
Financial Planning
CFP CPA dallas finance Financial Advisor financial planning Fort Worth Required Minimum Distribution RMD tax
April 26, 2024
88 likes

What is a Required Minimum Distribution and when do I start taking them?

As individuals plan for retirement, understanding the intricacies of financial regulations becomes crucial. One such regulation is the Required Minimum Distribution (RMD), which outlines the minimum a

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retirement fudn
by Matt Ward
Financial Planning
CFP CPA dallas Financial Advisor financial planning Fort Worth investing retirement planning tax tax planning
April 1, 2024
131 likes

Effective Withdrawal Strategies to Make Your Money Last

Managing your finances during retirement is crucial to ensure a comfortable and secure future. One key aspect of retirement planning is developing effective withdrawal strategies that can help your sa

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college
by Matt Ward
Financial Planning
529 Plans CFP College Savings CPA dallas finance Financial Advisor Fort Worth savings tax UTMA
March 7, 2024
110 likes

Comparing College Savings Plan Vehicles

When it comes to saving for your child’s education, there are several options available. Two popular choices are 529 college savings plans and Uniform Transfer to Minor Act (UTMA) accounts. In this ar

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charitable-contributions
by Matt Ward
Financial Planning
CFP CPA Financial Advisor financial planning investing Investment Managment QCD Qualified Charitable Distribution tax
February 27, 2024
34 likes

The Advantages of Qualified Charitable Donations: Making a Difference Through Giving

Qualified Charitable Donations (QCDs) offer a unique opportunity for individuals to support charitable causes while enjoying potential tax benefits. By understanding the advantages of QCDs, individual

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