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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
active
by Matt Ward
Financial Planning
CFP CPA dallas finance Financial Advisor financial planning Fort Worth investing Investment Management tax
March 24, 2025
1 like

Active Investing vs Passive Investing: A Comparative Analysis

Investing has become an essential part of financial planning, allowing individuals to grow their wealth and achieve their financial goals. However, when it comes to investing, there are two primary ap

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insurance
by Matt Ward
Financial Planning
CFP CPA dependents finance financial planning insurance money Taxes will
March 13, 2025
35 likes

Understanding Insurance

Understanding Insurance Throughout your life you come to milestones where insurance is a given, while others are simply encouraged. How do we know which ones to purchase and when? Insurance is a finan

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capgains
by Matt Ward
Financial Planning
Capital Gains CFP CPA dallas finance Financial Advisor financial planning Fort Worth investing Investment Management tax
March 3, 2025
27 likes

How to plan for Capital Gains or Losses

Capital gains and capital losses are a common aspect of investing. Whether you are an experienced investor or just starting to dip your toes into the market, it’s important to have a plan in place to

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simplify
by Matt Ward
Financial Planning
Budgeting CFP CPA finance financial planning money simplify
March 3, 2025
31 likes

How To Simplify Your Financial Life

How To Simplify Your Financial Life Introduction Entropy – a scientific term used to describe the ever-growing disorder in the universe. This manifests not only in space, but in the structures and sys

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taxplanning
by Matt Ward
Financial Planning
1040 finance IRS roth ira tax planning traditional ira withholdings
March 3, 2025
32 likes

Tax Planning: Minimizing Your Tax Burden

Tax Planning: Minimizing Your Tax Burden Introduction Tax planning is the art of tax and finance nerds. The goal of tax planning is to minimize the amount of taxes you pay by examining tax laws and st

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beneficiaries
by Matt Ward
Financial Planning
beneficiary CFP CPA Estate finance financial planning investments money Taxes
March 3, 2025
11 likes

Secure & Honor: The Importance of Beneficiaries

Secure & Honor: The Importance of Beneficiaries Introduction Nobody wants to have a loved one pass away and not be able to access their belongings with ease during a time of grief. Unfortunately,

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eb03913629657a6d8dc913f2c17b53e9
by Matt Ward
Financial Planning
CFP cfp board ethical fee-based fee-only finance financial planning investments
November 8, 2024
121 likes

How Financial Planning Has Evolved

How Financial Planning Has Evolved Financial Planning has only been around since the 1970s, preceded by banks and insurance agents whose aim was not to provide holistic financial advice. Financial pla

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home sweet home
by Matt Ward
Financial Planning
CFP CPA finance financial planning homeownership money renting
October 16, 2024
60 likes

Home Sweet Home

Home Sweet Home Introduction Some choose to rent for the extent of their life while others are sold on homeownership. Is there truly one that wins? This decision is a gray area of life, beckoning us t

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budgeting visual
by Matt Ward
Financial Planning
Budgeting CFP CPA finance financial planning investing
October 14, 2024
57 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
62 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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