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Psychologist kayaks into retirement with Tony Dodge
Retirement is a time when you can finally do what’s been on your bucket list all these years. You can travel the world, have one-on-one...
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Does Your Investment Philosophy Match Your Faith?
Does your investment philosophy match your faith? Biblically responsible investing seeks to align all investment decisions on your core beliefs. Finding a faith-based financial advisor...
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Looking to buy or sell a business in Texas?
Whether you’re a business owner who wants to avoid a disappointing sale value or an employee who’s looking to create a dream lifestyle after decades...
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Social Security Expert retires from the Social Security Administration
What would you do if you were approaching retirement age and were stressed in your job? Retire and take a pay cut? Continue working and...
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3 Ways To Integrate Your Faith With Your Finances
People with strong religious and spiritual faith may be wondering if their beliefs can integrate with their finances. It can! A CERTIFIED FINANCIAL PLANNER™ Professional...
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HEB Pharmacist Pivoting with peace
After years of stress and hard work, you may be finally considering retirement. But you may have heard horror stories of retirees who end up...
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Align Your Money and Your Life with Values-Based Investing
We’ve been talking a lot lately about different types of themed investing, like faith-based investing and *Biblically responsible investing. Now let’s explore how values-based investing...
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NBA to Building Schools in Retirement with David Robinson
Retirement is the toughest decision you will ever make. You’ve built a life around your career, a wealth of skills that are too good to...
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Top 5 Things to Know About Faith-Based Investing in Texas
You probably already shop, vote, travel, gift, and offer charity while staying in alignment with your values. But did you also know that you can...
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Financial Peace and Civilian Life with Andy Smith
When you leave the military, you lose three things: your sense of purpose, your sense of family, and your source of income. It’s easy to...
