North Texas Wealth Management

?? Happy Thanksgiving from North Texas Wealth Management! ?? This season, we're grateful for our clients, partners, and community. Your trust and support make everything we do possible, and we're honored to help you build a secure financial future. Wishing you a Thanksgiving filled with joy, warmth, and cherished moments. ???? From our family to yours, Happy Thanksgiving! ?? #Thanksgiving #Gratitude #NorthTexasWealthManagement

?? Financial Tip Tuesday: Balancing Your Finances While Saving for Your Child’s College—Without Putting Your Own Goals on the Backburner ???? You don’t have to sacrifice your own financial health to save for your child’s education. This week, we’re sharing tips on how to balance personal goals while planning for college expenses. Learn about budgeting, smart savings options like 529 accounts, and how compound interest can help your contributions grow over time. With the right approach, you can prioritize both your future and theirs. ?? Watch now to learn more: https://lnkd.in/g_-dMtaA #FinancialTipTuesday #CollegeSavings #CompoundInterest #WealthManagement #NorthTexasWealthManagement

?? Financial Tip Tuesday: Why Estate Planning Matters for Everyone ???? Planning for the future is a gift you can give your loved ones, regardless of wealth or assets. For this week’s Financial Tip Tuesday, Seth Sartain explains why having an estate plan ensures your wishes are honored, your loved ones are protected, and your assets are managed efficiently. From outlining who inherits your belongings to designating who makes decisions on your behalf, a well-structured plan brings peace of mind and security for the future. ?? Watch now to learn more: https://lnkd.in/gwJHKd93 #FinancialTipTuesday #EstatePlanning #FinancialSecurity #NorthTexasWealthManagement

Wondering what the 2024 election means for the markets? ???? On this episode of The Values Exchange Podcast, Mike Crews, MBA, CFP? sits down with Michael Arone, Chief Investment Strategist at State Street Global Advisors, to unpack the impact of pro-growth policies, tax cuts, interest rates, and more on your investments. ??? Topics include: ? How key sectors like energy and financials may benefit ? What to expect from interest rate changes ? Why staying diversified is more important than ever Gain expert insights to navigate the market with confidence! ?? Tune in now to hear how to position yourself for success in this post-election landscape. ?? Listen here: https://lnkd.in/gUNZ7UtU #TheValuesExchangePodcast #FinancialPlanning #PostElectionMarkets #InvestSmart

I had the opportunity to join Mike Crews, MBA, CFP? on his podcast, The Values Exchange, last week! ??? (Shoutout North Texas Wealth Management for the invitation!) We had a fantastic conversation about fundraising, philanthropy, and the exciting work happening at Children's Health - including our new pediatric campus project in Dallas. ?? Thank you, Mike, for your continued enthusiasm for our mission and for your unwavering commitment to the #NorthTexas community. Our conversation will go live soon! ??? In the meantime, check out more of The Values Exchange here: https://lnkd.in/gffMcs79

?? Value Bites: Financial Empowerment for Women ???? Jennifer Taboada shares insights on how women approach investing and finances differently than men. Discover the unique strengths and perspectives women bring to financial planning, and why understanding these differences can lead to greater economic empowerment. ?? Watch now to learn more: https://lnkd.in/gVbEMjuv #ValueBites #FinancialEmpowerment #WomenAndFinance #TheValueExchange #NorthTexasWealthManagement

?? Financial Tip Tuesday: When to Hire a CPA ???? Is it time to get a professional to help with your finances? North Texas Wealth Management’s Seth Sartain and Maddox May discuss key signs that indicate when hiring a CPA might be the best move for your financial situation. Whether it’s tax planning, business growth, or complex investments, they cover what to look out for and how a CPA can make a difference. ?? Watch now to learn more: https://lnkd.in/g9RqZbbq #FinancialTipTuesday #CPA #TaxPlanning #NextGenQA #NorthTexasWealthManagement

??Value Bites: Leadership Through Values with Congressman Keith Self???? Congratulations to Keith Self for securing the District 3 congressional seat for another term! Texas Congressman Keith Self shares what it takes to lead effectively. ??Successful leadership is about clear communication, integrity, and leading by example. Keith highlights the importance of staying true to your values, whether you're guiding a team or managing a community. ?? These same principles apply to financial management as well. Just as a strong leader builds trust, a solid financial strategy builds a secure future. Discover how core values can shape not only your leadership but also your financial success. ?? Watch now for more: https://lnkd.in/gfCaVYCt #TheValuesExchange #Leadership #Finance #KeithSelf"

NTX Services Monthly Guide: What issues should I consider before the end of the year? November is here, which means it’s time to start wrapping up your financial year on a high note! The November guide covers essential financial planning tips to help you finish 2024 strong. From tax strategies and charitable giving to maximizing your retirement contributions, this comprehensive resource is designed to keep you informed and prepared. ?? Here’s what you’ll find inside: Tax Planning Strategies: Tips for individuals and business owners on managing taxable income, capital gains, and deductions, so you can keep more of what you’ve earned. Investment Management: Insight into handling year-end gains and losses, plus advice on realizing losses to offset your taxable income. Charitable Contributions: Learn about tax-efficient ways to give back, including the benefits of donor-advised funds and qualified charitable distributions. Retirement Savings: Discover how to make the most of your retirement contributions, including catch-up contributions and Roth vs. traditional options. Estate Planning Considerations: Make sure your estate plan is up to date and aligned with your financial goals as the year comes to an end. Preparing for the year’s end doesn’t have to be overwhelming. Our guide simplifies complex topics and offers actionable tips to make the process smoother. #FinancialPlanning #YearEndChecklist #TaxPlanning #RetirementSavings #InvestmentManagement #WealthManagement #NorthTexasWealthManagement