5587 Davis Boulevard
Suite 100
North Richland Hills, TX 76180

Dan & Marrk

(817) 281-7964

 

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 
 
The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Saving for College 101

Saving for College 101

Here's a crash course on saving for college.

 

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

What Can You Buy With 529 Distributions?

This article can be a helpful guide when beginning to prepare for education expenses.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Saving for College 101

Here's a crash course on saving for college.

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