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Blog

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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David Carr | May 27, 2021

It’s Never Too Late to Save

Retirement
Savings

Retirement can sneak up on you.

At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever

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Businesswoman looking at her phone
David Carr | May 20, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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familyfinance
David Carr | May 13, 2021

5 Things to Teach Your Kids About Finances

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the

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Woman writing in a paper planner with a pen
David Carr | May 6, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Hours: 9am-5pm

 

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406 E Magrill St.
Longview TX 75601

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