Sticker Shock in Richardson
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Sticker Shock in Richardson

ByMichael

I officially live in a “HOT” place. No, I am not talking about August in North Texas. I am taking about the real estate in my neighborhood.

Just like many of you, I got sticker shock when I received my 2016 Notice of Appraised Value from the Dallas County Appraisal District. Since 2013 real estate in North Texas has been rising and I have experienced it. How much is my increase?
2013 Base year

2014 +3.27% Increase

2015 15.35% Increase (capped of course at “only” 10% for tax purposes)
2016 9.22% Increase

How Much is Your House Worth? 2016
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How Much is Your House Worth? 2016

ByMichael

Which is better for you?
Going to the Doctor when you are sick or going to the Doctor regularly for preventive checkups and maintenance?
Just like everything else in your life it is always better to be proactive versus reactive. Being proactive in retirement means getting the most from your 401(k) plan retirement plan.
These are my FIVE Steps for participating in and having a successful 401(k) whether you are a participant or the company administrator/fiduciary.

401k retirement planning
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Five Top Tips for 401(k) Participants

ByMichael

Which is better for you?
Going to the Doctor when you are sick or going to the Doctor regularly for preventive checkups and maintenance?
Just like everything else in your life it is always better to be proactive versus reactive. Being proactive in retirement means getting the most from your 401(k) plan retirement plan.
These are my FIVE Steps for participating in and having a successful 401(k) whether you are a participant or the company administrator/fiduciary.

Your Money BS Stinks
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Your Money BS Stinks

ByMichael

Take a moment and Google #tranformationtuesday and the top two searches are for #transformationtuesday on instagram and tumblr. Click on either and you will see pictures of people documenting the transformation that they have made. Most of these are physical improvements. What I wonder is where is the #tranformationmoney hashtag. These would be the individuals…

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#VDW2016

ByMichael

Peyton Manning has a team to support him and a MVP teammate, so who is going to have your back as you get your game plan together for this super weekend? Never fear, your Life Planning Financial Advisor wingman has your back. It is 8:00am Friday morning and you better have your game plan together…