Articles
Compelling Advice for You and Your Money
By John J. Checki, Jr. and John J. “J. J.” Checki III Wouldn’t it be great fun and so comforting to have a way to get some good advice about money? Here’s hoping you […]
Finance & Planning
Articles
A Holiday Heart-to-Heart: Talk About Elder Law Issues This Season
Courtesy Leu & Peirce, PLLC During the holiday season, we are reminded that the gifts we cherish the most don’t come wrapped in a box. Rather, it is the time we spend with loved ones […]
Articles
Estate Planning for Owners of a Family Business
By M Keywood Deese, Senior VP & Trust Officer, Vision Bank, NA of Ada, Oklahoma Statistics reflect that over 55% of business owners die without a will, and that only 15% of family-owned businesses make […]
Articles
Choosing the Right Attorney
By Craig Watson Our story begins with Paul, a 78-year-old divorced man who passed away in late 2013. He had two children: a son named Rip and a daughter named Kelly. Paul told Kelly […]
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 […]
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 […]