Not sure what a financial advisor actually does — or whether you need one? A DFW CFP breaks down the real value of financial planning, from tax strategy to retirement readiness.

The 5 years before retirement are a golden window for Roth conversions. A DFW CFP® explains how converting at the right time can reduce your future tax burden and give you more flexibility in retirement.

When should you claim Social Security — 62, 67, or 70? A DFW CFP® breaks down the real math behind the decision and shares what most advisors won't tell you about timing your benefits for maximum retirement income.

Avoid the 5 most common retirement income mistakes DFW retirees make in their first year — from Social Security timing to withdrawal order and tax surprises.