Tag "SFMG Wealth Management"

The Gift of Giving: Make Charity a Family Affair

My father was a leader by example.  He wasn’t always vocal about teaching us the value of service, but he showed it often in small ways.  I distinctly remember being on a road trip as a child when our family

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Planning for a Successful Financial Future

It’s fall, and football is upon us once again. Just as your favorite team is working hard to develop their strategy for a winning season, now might be the time to make sure you have all the players in place

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Tackling Your Financial Game Plan Requires a Dependable Team

  By Shashin Shah / Contributor It’s fall, and football is upon us once again. Just as your favorite team is working hard to develop their strategy for a winning season, now might be the time to make sure you

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Made in the Shade: Helping Your Assets Grow

  “Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett by Greg Morgan | Contributor As children, most of us were probably taught to “put some of your money into savings”

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Helping Your Nest Egg Go the Distance

  by Alicia Wanek A recent study showed that more than four in ten millennials are stressed about running out of money in retirement.  Imagine how many seniors have the same concern!  My grandmother once said if she met her Maker

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It’s Not Just a Financial Process

It’s a Human Process Planning for Retirement Requires Looking at More than Numbers What do you see when you envision your life after retirement?  Is it golfing every day?  Traveling the world?  Spending more time with the grandchildren?  Maybe you’re

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Life Insurance While You’re Still Living

  Helping to Cover Your Long-Term Care by Alicia Wanek If you’ve ever looked into the cost of assisted-living or a long-term care facility, you know that Halloween pales in comparison.  According to attorney Colin Smith, “Long term care facilities

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