817-865-1811
Mon-Fri : 9:00 - 5:00
info@boxfinancial.com
Home
About Us
Services
Financial Life Planning
Investment Counsel
Retirement Planning
Blog
Contact
Schedule a Consultation
Client Login
817-865-1811
Mon-Fri : 9:00 - 5:00
info@boxfinancial.com
Home
About Us
Services
Financial Life Planning
Investment Counsel
Retirement Planning
Blog
Contact
Schedule a Consultation
Client Login
Schedule a Consultation
Client Login
Periodic Thoughts
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September 11, 2023
Do you know this about student loans?
This article is not discussing the current hot topic of student loan forgiveness. The headlines have created strong...
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June 12, 2023
Investing Early
Talking to your kids or young adults about money is important. Getting them started with the right perspective...
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September 29, 2022
Living Magazine – Best of Northeast Tarrant County, Readers Choice 2022
Thank you to all our clients and customers for voting for us again this year!
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September 28, 2022
HOW AM I DOING?
AS A FIRM focused on financial planning and investment management, one of the most common questions asked from...
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July 7, 2022
There’s more to life than stocks and bonds – diversify
There was no New York Stock Exchange in biblical times but wise and wealthy King Solomon knew how...
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June 2, 2022
Four Important Steps Towards
Saving For College
With all the graduation celebrations this time of year, I am reminded of all the conversations with parents...
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March 12, 2022
Benefits Of A Financial Plan
Benefits Of A Financial Plan “In preparing for battle I have always found that plans are useless, but...
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November 1, 2021
Invest Beyond Stocks & Bonds
“An investment in knowledge pays the best interest.” — Benjamin FranklinIs there more to investing than just stocks...
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July 20, 2021
Investing has a Purpose
Investing has a purpose and it’s important for an investor to be able to support their purpose. As...
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June 23, 2021
Types of Taxation
Health Insurance Taxation An individual may be an employee or employer so the tax impacts will vary depending...
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June 10, 2021
Roth vs Traditional 401k
The last 12 months has definitely been very surreal. You may have been extremely excited to celebrate a...
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May 17, 2021
Fall Back into Good Financial Habits
It’s said that old habits die hard, especially bad financial habits. Overspending and no savings can make you...
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May 16, 2021
The Effects of Legalized Gambling on your Retirement Plans
For decades, people fought to legalize sports gambling in the U.S. The advent of fantasy sport leagues helped...
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May 15, 2021
Training Kids with Finance
Do you want your children to manage their finances smartly in the future? Wondering how and when to...
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May 1, 2021
Giving Off the Increase
It seems daily, I see a new story of someone telling of a significant increase in their wealth...
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October 29, 2020
BVM – Roth 401k
The year 2020 has definitely been very surreal. You may be looking forward to celebrating the New Year...
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