by Izel Akin | Sep 30, 2021 | News
TCG advisors Carrie Yates, Macy Dunegan and Sarah Nadiri have been nominated for the NAPA (National Association of Plan Advisors) 2021 Top Women Advisors! Vote for Carrie, Macy and Sarah today! ...
by Izel Akin | Aug 24, 2021 | Featured, News
Written by: Matt Escalante We all know kids can be expensive when you add up the costs for everyday essentials such as food, clothing, daycare, etc. (just to name a few). The moment a child is born, the clock starts ticking on developing a proper plan for one of the...
by Izel Akin | Aug 12, 2021 | Featured, News
Written By: Sarah Nadiri Do you have large unrealized capital gains in your after-tax (non-retirement) portfolio? The question of how to strategically plan around large, embedded capital gains has become increasingly popular. The growth of the U.S. and other global...
by Izel Akin | Jul 16, 2021 | Featured, News
JULY 16, 2021 You hear a lot about the value of keeping physically fit, but do you keep your money in shape too? Financial wellness isn’t about how wealthy you are. It’s about the health of your finances, regardless of your income. It’s knowing you can pay your bills,...
by Izel Akin | Jul 14, 2021 | Featured, News
Written By: Mike Cochran Major changes made by several bills that have been passed and signed into law by the Governor or are on his desk as of this date and expected to be signed, which will affect rehired retirees from the Teacher Retirement System of Texas (TRS)....
Recent Comments