The Dave Ramsey team asked our founder, Phil Wheat CFP® to be one of their recommended SmartVestor investment advisors in the Northcentral Texas area. Phil and his partner, Lori Givens CFP® own and are the investment advisors with Wheat-Givens Financial, LLC. The Ramsey organization requires the SmartVestor designation to formally pertain to only one advisor per firm, even though they are aware that Phil and Lori always work as a team. In addition to being Certified Financial Planners® they are both Accredited Investment Fiduciaries®. Lori and Phil work to provide the highest level of individualized financial planning and investment management to their clients. They firmly believe each of their clients to be unique and special, so this is the way they treat them.
If you find it hard to attain personal life goals, there’s an app for that!
How literate are you when it comes to your finances? Brush up with these five basics.
As our nation ages, many Americans are turning their attention to caring for aging parents.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Read this overview to learn how financial advisors are compensated.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Even low inflation rates can pose a threat to investment returns.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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There are a few things to consider when buying or leasing your next vehicle.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.