Kevin is a friend who works at an area chemical plant. At age 61, he wanted to discuss his company’s 401(k) plan recognizing he doesn’t

Normally, as we end one year and welcome a new one, we focus on parties, great food and time off. The COVID economy has certainly

After a several month-long battle, Starbucks employees in Buffalo, New York, unionized one cafe. This was not a sweatshop with 20-hour workdays. It was your typical Starbucks.

Recently, a Tarrant County Texas court sentenced William “Doc” Gallagher to three life terms, plus another 30 years, after pleading guilty to a Ponzi scheme.

With less than two months left in the year, now is a great time to consider how your charitable contributions may impact your 2021 taxes.

As I strolled into class, one of my students, Ricky, was checking his portfolio. He had a frown on his face as the stock he

Can You Beat The Market? With the new semester under way, my students at Texas Lutheran University gave a presentation on the process and performance

Teaching Kids About Money There are a few people who are naturally gifted when it comes to managing money. The rest of us, myself included,

Better Managing Your Credit  With the challenges of the pandemic continuing to loom over us, many are wondering how their credit will be impacted. Some

Investing Logic & Crypto Currency I’ve never invested in Bitcoin or any other crypto-currency. However, our office spends a lot of time thinking about it.

Managing Money and Happiness As Elon Musk’s net worth skyrocketed, the billionaire did something rather unusual. He sold his houses, moved to Texas and rented

Fair Returns, Volatility & Benchmarks  As Mike walked through the door, the seventy-year-old clutched his latest investment statement. Mike is a smart and often blunt