Practical guidance for Fort Worth families navigating retirement, taxes, business wealth, and major life transitions — written by Cory and Bret with real citations, no fluff.
The Tax Cuts and Jobs Act rates were scheduled to sunset at the end of 2025. They didn't. Here's what changed, what stayed the same, and what Fort Worth families should do with this information now.
Bret Whiteley
February 18, 2026
Most business owners know about SEP-IRAs and Solo 401(k)s. Far fewer have heard of Cash Balance Plans — an IRS-qualified retirement vehicle that, for the right owner, can allow significantly higher annual contributions than a SEP or Solo 401(k) and meaningfully reduce current-year taxable income.
Bret Whiteley
February 3, 2026
The SECURE Act completely rewrote the rules for inherited IRAs — and most people who inherited one after 2020 are accidentally non-compliant. The penalties for getting this wrong can be severe.
Cory McCune
January 22, 2026
The generic answer is $1 million to $1.5 million. The Fort Worth answer is more specific — and depends heavily on where you live, whether you carry a mortgage, and what your healthcare situation looks like.
Cory McCune
January 8, 2026
After working with hundreds of Fort Worth families since 2009, certain patterns repeat. These aren't rare, exotic mistakes — they're common, costly, and entirely preventable with the right plan.
Bret Whiteley
December 15, 2025
Cory & Bret's perspective on current market conditions and portfolio positioning.
Cory McCune
March 10, 2026
Valuations are stretched, the Fed is on hold, and the dollar is weakening. Here's exactly how we're thinking about asset allocation for our Fort Worth clients heading into mid-2026 — and what we're watching closely.
Read commentaryBret Whiteley
March 12, 2026
The Federal Reserve held rates again in March 2026. For Fort Worth retirees and near-retirees who depend on fixed income, this creates both a challenge and a planning opportunity that most people are missing.
Read commentaryMarket commentary reflects our views as of the publication date. Past performance does not guarantee future results.
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