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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
charitable-contributions
by Matt Ward
Financial Planning
CFP CPA Financial Advisor financial planning investing Investment Managment QCD Qualified Charitable Distribution tax
February 27, 2024
33 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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Funds2
by Matt Ward
Financial Planning
CFP CPA dallas Emergency Fund finance Financial Advisor financial planning Fort Worth investing
February 17, 2024
41 likes

A Guide to Determining the Ideal Emergency Fund Size

Having an emergency fund is a crucial aspect of financial planning. It acts as a safety net, providing you with peace of mind and financial security during unexpected situations. However, determining

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ss
by Matt Ward
Financial Planning
CFP CPA dallas Financial Advisor financial planning Fort Worth Social Security tax
February 12, 2024
38 likes

Maximizing Social Security Benefits: Determining the Best Time to Claim

Social Security benefits play a crucial role in retirement planning, providing a steady income stream for individuals and families. However, deciding when to claim these benefits can be a complex and

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tax
by Matt Ward
Financial Planning
CFP CPA dallas Financial Advisor financial planning Fort Worth investing tax planning
January 11, 2024
46 likes

Essential Tax Preparation Tips: Streamline Your Process and Maximize Returns

Tax planning is a crucial aspect of personal finance that often goes overlooked. It involves strategically organizing your financial affairs to minimize tax liabilities and maximize savings. By taking

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warren
by Matt Ward
Financial Planning
CFP dallas financial planning Fort Worth
December 6, 2023
19 likes

12 Lessons on Money and More From Warren Buffett and Charlie Munger

In the complex world of finance, Warren Buffett and Charlie Munger’s seasoned advice offers a guiding light for investors at all levels. Their strategies and life lessons, honed over years leading Ber

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military
by Matt Ward
Financial Planning
Armed Forces dallas Financial Advisor financial planning Fort Worth Military Veteran
October 26, 2023
16 likes

Serving those Who have Served the Most

We understand that managing your finances can be challenging, especially after serving our country. That’s why we’re here to provide you with expert financial advice and assistance tailored specifical

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Secure_Act_2.0
by Matt Ward
Financial Planning
financial planning retirement Taxes
March 2, 2023
32 likes

New Rules for Retirement – The SECURE Act 2.0

New Rules for Retirement – The SECURE Act 2.0 The Setting Every Community Up for Retirement Enhancement Act of 2022 (SECURE Act 2.0) was passed in late December, 2022, and it aims to make retirement s

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down-net_http20220919-41832-7muzd6
by Matt Ward
Financial Planning
financial planning retirement planning
September 19, 2022
35 likes

5 money moves to make in your 50s to set yourself up for retirement

Here are 5 smart money moves to make in your 50s. By getting ahead of the ball, you can achieve a successful retirement with your loved ones. Follow our 5 steps and you too will prosper!

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magnifying-glass-financial-planning-fine-tuning-your-financial-goals-asset-allocation
by Matt Ward
Financial Planning
Financial Goals financial planning
September 15, 2022
28 likes

Fine Tuning Your Financial Goals

By starting with a foundation and building upon itself, you can create a roadmap for financial success!

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I’m Never Too Busy to Help Someone You Care About
by Matt Ward
Financial Planning
financial planning investing tax planning
May 31, 2022
60 likes

I’m Never Too Busy to Help Someone You Care About

I’m Never Too Busy to Help Someone You Care About Do you ever feel like that circus act where you have to keep a bunch of plates spinning at the top of tall sticks? I get it. Sometimes it can feel lik

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    5740 Boat Club Rd. Suite 100, Fort Worth, TX 76179, USA

  • Email Us or Call: 817.238.6300