Not all education savings accounts are created equal. Discover the pros, cons, tax perks, and strategic differences between 529 plans, ESAs, UTMAs, and more
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Worried college savings is out of reach? Whether you’re earning $50K or $500K, learn how to start strong with smart education strategies from a Dallas CERTIFIED
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Is your IRA too big for its own good? A Dallas financial advisor explains how oversized retirement accounts can backfire, triggering higher taxes, Medicare
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Discover how a Dallas financial advisor helps you create a steady retirement paycheck—no matter what the market does. Learn how to build predictable income
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Discover how to diversify your income with confidence—without burning out. A Dallas CERTIFIED FINANCIAL PLANNER™ explains how coaching, clarity, and strategy
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Discover how to turn your passion into a purpose-driven business with expert coaching, financial clarity, and sustainable systems—straight from a Dallas
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Boost your income, build confidence, and fuel your financial goals with practical side hustles. Whether you’re launching a passion project or preparing for a
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Discover why income planning is the secret weapon top Dallas financial planners use to build lasting wealth. Learn how a Dallas financial advisor helps you
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Teaching kids about money starts early. Learn practical strategies from a Dallas-based CFP® to help your children build lifelong financial habits.
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Melissa A. Cox, CFP®, is recognized by Money as one of the Best Women Financial Planners for 2025, honoring her values-driven approach, client-first service
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Budgeting doesn’t have to feel like punishment. Learn how to create a realistic family budget with insights from a Dallas financial planner and download free
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You don’t need a financial overhaul to build wealth. You need smart, consistent habits. Here are 7 small daily actions that lead to big results over time—from a
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