Explore Our Retirement & Tax Strategy Guides

Download our comprehensive financial checklist specifically for widows and widowers. It covers the immediate tasks, the 30-to-90-day priorities, and the longer-term planning steps—so you can tackle things at your own pace.

Overpaying taxes can create inefficiencies in your retirement plan, and our tax planning process is designed to prevent that. We consider not only traditional taxes but also potential taxes, surcharges, and penalties related to Social Security, Medicare, and other retirement income sources. Learn more by downloading our Ultimate Guide to Retirement Tax Planning. If you prefer to learn by watching videos click here for our Retirement Savvy Tax Strategies Video Series.

If you’re ready to gain clarity on your financial situation after divorce, we’ve created a comprehensive resource to help you get organized. Download our free Divorce Financial Checklist to see exactly which tasks need your attention now and which can wait. This checklist walks you through everything from closing joint accounts to updating beneficiaries, creating a new budget, and planning for your financial future.

Finding the right financial advisor is one of the most important decisions you’ll make, especially if you’re planning for retirement or already navigating it. If you’ve ever searched online for the ‘best financial advisor Dallas,’ you know how overwhelming the results can be. But not all advisors provide the same level of transparency, expertise, or alignment with your interests. Read our guide to finding the right financial advisor for you.