injury, disability, or illness that could cost you and your family hundreds of thousands of dollars and your quality of life. We consider your situation as part of our planning services and discuss
When starting to search for a financial advisor, investors may not realize the different types of advisors out there…and they’re not all trying to sell Read More » February 14, 2025 Can You Live Off Dividends In Retirement? The idea of living off dividends in retirement sounds nice, bu...
I'mJohn Gay, CFP®and I run Frisco Financial Planning LLC (FFP), an all-virtual online financial planning firm and Registered Investment Adviser located twenty minutes north of Dallas in Frisco, Texas (near Plano, McKinney, and Allen). I serve clients locally, throughout Texas, and across ...
There are no secrets or fine print when you work with us — just open, honest communication about what we offer and what it will cost. It's important to us that the things you need align with the things we provide so you’re able to effectively plan ahead for your future. ...
January 24, 2025 Estate Planning What is a Stepped Up Basis? Cost Basis of Inherited Stock and Other Assets A step-up in basis is a tax advantage for individuals who inherit stocks or other assets, like a home. A stepped up basis can apply ...
We have no alliances or proprietary funds. With it comes investment flexibility, no restrictions, and lower cost FREE ASSESSMENTS Estimate My Nest Egg & How Long It Will Last START THE QUIZ Identify Blind Spots in My Financial Life START THE QUIZ ...
89 *Capital Group 2022 ASSET MANAGEMENT As of December 31, 2023, Hardy Reed, LLC had advised assets of over... 2 Learn more about our firm > Tell us about you Let'sdiscussyourfinancialneeds. Money means different things to different people. Determining what it means to you is critical...
We use a mixture of traditional investments like stocks and bonds, along with alternate investments, to provide a diversified, low-cost, and tax-efficient portfolio. We use innovative approaches like Direct Indexing, along with tax-efficient asset location, to create a portfolio optimized for buildi...
But, for a child, these gifts come at a cost. You must wear stiff clothes, suffer through a long Mass, and put up with the boredom of even longer dinners with the extended family. All this keeps you from playingContinue Reading “Halloween Memories”...