Articles
7 Biggest Mistakes Boomers Make
By John Checki, CPA, CFP, CRC Boomers! Wow, what a generation. We live here and now. We are coming down the pike and changing everything in our path. Here are the seven biggest mistakes Boomers […]
Finance & Planning
Articles
Roth Conversions: To Convert or Not to Convert Your Traditional IRA
By Len Nowak, CFP, AWMA, CTS The discussion of whether to convert your IRA to a Roth IRA evokes a wide range of opinions regarding if, when, and how you should convert the assets in […]
Articles
What’s Happening to Medicare Supplement Plans C and F?
By Tucker Thompson, CSA In 2015 Congress passed the Medicare Access and Chip Reauthorization Act (MACRA). The law does several things. The most notable change was repealing the current growth rate formula for calculating updates […]
Articles
80 Years Old: Still Going Strong––And Still Serving Our Community Well
Courtesy DATCU Denton County Teachers Federal Credit Union began Aug. 7, 1936, as the nation was in the midst of the Great Depression, in a one-room building on the campus of North Texas State College. […]
Articles
Take the First Step to a World Without Alzheimer’s
By Lori Leu, Erin Peirce, Lauren Olson, and Laura Chavero Everyone has a reason to end Alzheimer’s disease. Maybe your mother is one of the five million Americans living with the disease. Perhaps your grandfather […]
Articles
Blue Chip Equity Income Fund
At Hodges Capital Management (HCM), we manage six distinct fund strategies consisting of domestic publically traded companies. We believe these strategies cover all the different areas of investing that a client would need, ranging from […]
Articles
Be Very Careful With a Do Not Resuscitate Order
By Craig Watson Harold was an 80-year-old bachelor, a former fighter pilot, a colorful and fun loving guy. Unfortunately, he suffered a stroke. He lived alone so it was 24 hours before he made it […]
Articles
Your Financial Advisor is Your Best Friend in Retirement
By Mike Reed, AIF and Collin C. Grover, CFP “I’ve decided to retire soon, and I need some help.” As financial advisors, we hear this a lot. Most people know that retirement planning involves considering […]
Articles
Medicare – Health Insurance Marketplace
By Tucker Thompson, CSA Below are a few answers to some of the most asked questions concerning Medicare and Health Insurance, Affordable Health Care, Obama Care, and SHOP Marketplace. What if I become eligible for […]
Articles
Paying for Long-Term Care
By Lori A. Leu, Erin W. Peirce, Lauren E. Olson, and Laura J. Chavero Long-term care in the United States is currently one of the most uncertain issues faced by seniors. Several factors contribute to […]