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Blog

Image of an American flag, with a person looking out of them similar to window blinds.
David Carr | Jun 20, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
David Carr | Jun 6, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Older couple embracing on a boat overlooking a body of water
David Carr | Jun 6, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
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Focused young woman shopping online on her laptop
David Carr | Aug 4, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
David Carr | Jul 29, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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A teenager holding a yellow and blue longboard talking to her friend
David Carr | Jul 21, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Houses in a neighbourhood.
David Carr | Jul 14, 2022

Best Tax Friendly Places to Live for Retirees

Retirement
Lifestyle

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes

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Phone, clipboard, pen and paper on a desk.
David Carr | Jul 7, 2022

Yes, You Can Still Buy Savings Bonds

Savings

We all remember savings bonds. Once a popular gift for young children, parents could secure the bonds knowing that they could cash them out in the future.

At

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Mother and child working on a laptop together
David Carr | Jun 30, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
David Carr | Jun 23, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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A pair of hands crossed on top of each other.
David Carr | Jun 16, 2022

Suddenly Disabled? Here’s What to do Next

Disability
Retirement

While no one expects to become disabled, 1 in 4 Americans do so prior to retirement age. An accident, an unforeseen medical event, a catastrophic injury can all

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Two yellow balloons with smiley faces on them
David Carr | Jun 9, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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406 E Magrill St.
Longview TX 75601

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