Timothy Phillips’ Four Common Investment Mistakes

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It’s hard to say. But one thing is clear: basing your peace of mind on market signals is no way to live. That said, I’d love to see my Dallas/Fort Worth clients be wise about how they are approaching their savings and … Read More

Timothy PhillipsTimothy Phillips’ Four Common Investment Mistakes

How Dallas/Fort Worth Residents Can Donate for Dorian Relief

Unfortunately, this is a follow-up piece to some advice I shared in the spring — March to be exact. When tornadoes ravaged Lee County, Alabama, the country rushed to its aid. Although nature is beautiful in various forms, it’s also equally unpredictable. And that unpredictability sometimes leads to loss of life and communities. If you’ve turned on the news anytime … Read More

Timothy PhillipsHow Dallas/Fort Worth Residents Can Donate for Dorian Relief

Five Productivity Tips for Dallas/Fort Worth Busy Bodies

With Labor Day behind us, fall is just around the corner. (And a quick tax note: so are estimated taxes, if that applies to you. Due the 16th of this month. Consider yourself reminded. Though I will probably remind you once more.) Now … fall. This can be a happy transition (as it is for many), though I do know … Read More

Timothy PhillipsFive Productivity Tips for Dallas/Fort Worth Busy Bodies

Estate Planning For Dallas/Fort Worth Singles

Many of our Dallas/Fort Worth clients are married. What I have to say today is still relevant, conceptually (and even in some of the details). So don’t skip on by. As I have talked about before, estate planning is something that many families continue to neglect. I’m not here to toot that horn again today. But there is actually more … Read More

Timothy PhillipsEstate Planning For Dallas/Fort Worth Singles

Three New Tax Implications for Buying or Selling a House in the Dallas/Fort Worth Area

Sometimes real estate is more art than science. Because every homebuyer’s situation is nuanced from home to realtor to geographic location, there’s no cut-and-dried way to go about it, and that’s whether you’re investing, moving or selling. But there are a few things you should know about — whether you’re a long-time homeowner or just beginning your search. Because buying a … Read More

Timothy PhillipsThree New Tax Implications for Buying or Selling a House in the Dallas/Fort Worth Area

A Powerful Example of Tax Planning For Dallas/Fort Worth Families And Individuals

It’s wild to think that there are only four more months in 2019. As we get older, time sure does fly. And unfortunately, many get stuck in a rut from year to year. Specifically related to taxes — many do not look at, or even think about, their tax situation until the winter or early spring. But if you can take … Read More

Timothy PhillipsA Powerful Example of Tax Planning For Dallas/Fort Worth Families And Individuals

Two Ways Towards Making Money In Marriage Harmonious For Dallas/Fort Worth Couples

Summer is nearing an end. Which also means, well, wedding season is slowing down. If you’ve been married, you know that there is a big difference between the “wedding show”, and the real work of being married. One of the best pieces of advice I’ve seen for newlyweds is that they put just as much planning (if not far more) … Read More

Timothy PhillipsTwo Ways Towards Making Money In Marriage Harmonious For Dallas/Fort Worth Couples

Four Online Security Moves For Dallas/Fort Worth People Right Now

Firstly, our hearts are broken for the victims of the shooting at the Garlic Festival in California on Monday (one of whom was a six-year-old boy). These events accumulate to paint a picture of deep pain buried within our modern culture, and it’s important, in my opinion, that we never go numb to them. +++ There’s no good way to … Read More

Timothy PhillipsFour Online Security Moves For Dallas/Fort Worth People Right Now

Four Great Summer Tax Moves For Folks in Dallas/Fort Worth

Summer is flying by. Do you feel that way? It’s an exciting season with cookouts, vacations and extracurricular activities (my thoughts and sympathies for Dallas/Fort Worth parents with multiple kids playing multiple sports among 100 other things). Before you know it and July is almost over. How does it all go by so fast? But if you can find some … Read More

Timothy PhillipsFour Great Summer Tax Moves For Folks in Dallas/Fort Worth

Timothy Phillips’ Parents’ Guide For Telling Their Family’s Financial Story

How we are raised around financial matters can impact us for a lifetime. When a close friend or family member loses their home, or their job (or both), it can be frightening on several levels. You begin to wonder if the same could happen to you. And, as you’re probably aware, this fear of economic uncertainty causes anxiety in many … Read More

Timothy PhillipsTimothy Phillips’ Parents’ Guide For Telling Their Family’s Financial Story