The Impact of Family on Wealth

Wealth preservation takes an entirely separate frame of mind compared to someone accumulating wealth. At this point, managing your family becomes as important as managing your finances. Family topics can be sensitive topics....

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Reviewing the Western Midstream 401k

The Western Midstream 401k plan has the largest potential employer match of any 401k we have ever seen. An employer match is a great thing, but this one is so high that it requires planning to use it well. Here’s the...

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Decisions to Make After a Layoff

Work transitions are a great opportunity to assess your financial plan and shore up areas that need attention. However, the advice you get from Wall Street isn’t always in your best interests. How do you make sure that...

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