Blog - Southlake Financial Planner | Wealth Manager I Financial Advisor

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September 30, 2019
401k Plan Types

401k Plan Types

Retirement. Almost everyone looks forward to retiring from their job to live out the rest of their life on their […]
September 26, 2019
Watch Out Girls … You could subconsciously be hindering your financial success!!!

Investing for Women … Women Tend to Invest Differently

Watch Out Girls … You could subconsciously be hindering your financial success!!! When I was in college, I learned a […]
September 26, 2019
Watch Out Girls … Retirement Triple Threat!!!

Retirement Planning is Different for Women

Watch Out Girls … Retirement Triple Threat!!! Calling all women!  You face a retirement triple threat, and it’s not the […]
September 16, 2019
Retirement Planning

Retirement Planning

It’s the one thing that everyone should be doing, but not everyone understands. Planning for retirement is essentially planning to […]
September 5, 2019
5 Financial Lessons from the Dallas Cowboys

5 Financial Lessons from the Dallas Cowboys

Fire up the grill, crack a cold one, and dig your jersey out of the back of the closet because […]
August 30, 2019
Fake News - Recession

Recession or Fake News?

The media is throwing out the recession word again.  At first I thought ‘I wonder how much more viewers those […]
August 20, 2019
Family Life Guide

The Family Life Guide

This month we wanted to present to you the Family Life Guide – a worksheet we designed to help you gather […]
August 20, 2019
Paying for College

Paying for College

Paying for College … All or Nothing!?!  Talk to your advisor. Graduations are such an exciting time that can bring […]
August 7, 2019

What Does Financial Freedom Mean To You?

Millennials have been credited with ruining the English language. For example, in 2013 the definition of the word ‘literally’ was […]
August 7, 2019
Estate Planning Say What

Estate Planning – Say What?

When we were first married an insurance agent came to the house to set up our auto and home insurance […]