Financial Planning

Tax advice is a no-no for many financial advisors. Tax guidance is not

The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that ...

Survey: Gen Z Is Turning To Their Parents for Financial Advice — but Here Are 5 Reasons They Shouldn’t

A new survey shows Gen Z is leaning on parents for money advice—but here are 5 reasons why that could hurt their financial ...

I’m 39, my wife is 37 and we have about $315K saved. But we have two young kids and college to think about. How are we doing?

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

I think my brother stole $40K from my mom, who passed away in 2022. I think her financial adviser helped him. But how do I prove the adviser ‘was in cahoots’ with m…

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
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My Advisor Sold My Nvidia Shares and I Lost $50k. What Should I Do?

I’ve had a financial advisor, who is a certified financial planner (CFP), since December of last year. I really find his ...

Here's Where The Aggies Stand In The Playoff Race Midway Through The Season

After six weeks of Texas A&M football, the talk about the postseason comes into play as to where the Aggies will land in a bowl game or even the College Footbal ...