
The Financial Planning Effects of Covid: A MyLife Financial Series (Part 2)
I was a man on a mission. It didn't take me long before I sat down with my wife to review our estate plan. We kept most things the same....

The Financial Planning Effects of Covid: A MyLife Financial Series (Part 1)
I still remember it like it was yesterday. I scrolled through my Facebook feed like most people do when they want to catch up on their...

Why You Need, When You Need, and When to Update Your Estate Plan
Click here to listen! On this episode of Money & Life, I tackle the questions: When do you need, Why do you need, and When to update your...

Small Business & Big Dreams in the RGV
Ep. 0: Daniel Rivera of Grindstone Coworking This is the Pilot Episode to Small Business Big Dreams in the RGV. My guest on the show is...

Tax Strategies for Retirees
Nothing in life is certain except death and taxes. —Benjamin Franklin That saying still rings true roughly 300 years after the former...

Estate Planning for Small Business Owners
Traveling Down the Ominous Road of Financial Planning I stood there in awe as I watched friends and family enjoy our wedding. People were...