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Blog

pet-insurance
David Carr | Aug 19, 2021

Pet Insurance, Cancer Insurance and Discounted Dental Plans: A Worthy Investment?

Insurance
Investments
Family
Disability
Health

Pet insurance. Cancer insurance. Discount dental plans.

You’ve likely heard about all of the above options, but if you haven’t purchased one, you may not fully

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David Carr | Aug 12, 2021

Things You Should Know About Social Security and Your Retirement

Retirement

With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should

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apartment-house
David Carr | Aug 5, 2021

Different Types of Mortgages

Finance
Credit
Property
Real Estate

If you’re currently in the market for a home, it will speed up the process considerably if you’re familiar with the various mortgage options available. Finding

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keys
David Carr | Jul 29, 2021

How Much Does It Costs to Sell Your Home

Estate Planning
Real Estate
Property

Do you really know how much it will cost you to sell your home?  Here is a breakdown of some of those costs.

Agent Commission

While everyone who has ever sold

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Group of young professionals in a meeting. They are in a casual office setting
David Carr | Jul 22, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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David Carr | Jul 15, 2021

How to Create and Maintain a Budget

Finance
Savings

Whether you’re earning a six-figure salary or just out of college, creating and maintaining a budget is a must. Having a budget that you actually use can help

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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
David Carr | Jul 8, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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homebuying
David Carr | Jul 1, 2021

House Buying Tips

Real Estate
Estate Planning
Property

Buying a house is one of the biggest, if not the biggest purchase you’ll make in your lifetime. Here are some tips and tricks for ensuring that the entire

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Mother and daughter cooking and laughing
David Carr | Jun 24, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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default blog image
David Carr | Jun 17, 2021

Infographic: Financial Literacy for Children

Finance
Education
Family
Savings
College
Lifestyle

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
David Carr | Jun 10, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
David Carr | Jun 3, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Longview TX 75601

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