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.
A letter of instruction provides additional and more personal information regarding your estate.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Being healthy not only makes you feel good, it may also help you financially.
Do your insurance needs stay the same when the nest empties?
The true cost of raising a child may be far more than you expect.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, cracking the code on bonds.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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It's easy to let investments accumulate like old receipts in a junk drawer.