Improving The Retirement Experience of Our Clients Since 1968
North Texas Wealth Management is a financial planning and investment firm specializing in retirement planning. Our CERTIFIED FINANCIAL PLANNER™ professionals create and implement customized financial plans for individuals through investment management, income strategies, and tax planning. Our clients benefit from our expertise in understanding their employer-provided 401(k) and pension plans and how to integrate them into an optimal distribution plan. We focus on working with near-retirees--individuals age 55 and older or within 10 years of retirement.Contact Us
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Five creative (and inexpensive) ideas for motivating your employees.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Second marriages are a trigger event to revisit any existing estate strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
An inside look at how marginal income tax brackets work.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Smart investors take the time to separate emotion from fact.
Here is a quick history of the Federal Reserve and an overview of what it does.