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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...
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Biblically Responsible Investing and Your Retirement Savings
The Good Book is regarded as the ultimate life guide, which you may have been raised reading or referencing. Maybe you recall your favorite teachings...
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What to Say to a Friend Who’s Lost a Loved One with Esther Pipoly
The loss of a loved one is devastating, to say the least. The sad reality is that every year thousands of spouses are dying without...
