Julian is a First Sergeant in the Corps of Cadets at Texas A&M University and will receive his Bachelor of Science degree in Financial Planning in May 2025. He will take on many tough projects this summer and will be a great help to all of us.
We are so lucky to spend the summer with him!
When financial needs arise, your 401(k) might seem like a tempting source of funds. After all, it's your money, and borrowing from yourself might appear better than taking out a traditional loan. However, before tapping into your retirement savings, it's crucial to...
Retirement is often seen as a well-deserved reward after decades of hard work. However, life can sometimes take unexpected turns, prompting individuals to retire earlier than planned. Whether due to health issues, family obligations, or simply a desire to enjoy life...
As the year draws to a close, many individuals reflect on their accomplishments and consider how they can give back to their communities. Year-end charitable gifting has become a significant practice for both donors and nonprofits, with many organizations relying...
As more seniors choose to remain in the workforce beyond traditional retirement age, understanding the implications of working on Social Security benefits has become increasingly important. Collecting Social Security While Working It is entirely possible to receive...
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