By the time July rolls around, many families find that the financial goals they set in January have shifted. Unexpected expenses, rising costs, vacations, and back-to-school spending can all impact your budget. That's why a mid-year financial checkup is one of the smartest ways to stay on track and make meaningful improvements before the end of … [Read more...]
2026 Mid-Year Financial Checkup for Texas Families
Emergency Fund: The why and how?
Grow your Emergency Fund Budgeting is boring and sadly most people never stick with a budget plan. Old school personal finance tips all tell you to create a budget and stick to it and all of your money problems will be solved. If it were that easy, we’d all have a formal budget. But the reality is that only one out every three Americans creates a … [Read more...]
Get Financially Fit in 2023
A new year means a fresh start. Even if you set goals and missed the mark last year, you can start again. Many of us set goals to get fit – physically fit. Some spend a lot of time and money planning meals, paying for gym memberships and personal trainers, all with the hopes of losing weight and getting in shape. But another important fitness … [Read more...]


