Mefford Wealth Management

08/31/2026

August is National Make-A-Will Month.

One of the most loving financial things you can do for your family is make a plan.

A good estate plan does more than protect your money. It makes a difficult time easier for the people you love.

Reach out to learn how we provide estate planning services for qualifying clients.

08/27/2026

Strong relationships aren’t built on perfect agreement. They’re built on consistent habits.

Which one could strengthen yours?

08/26/2026

Financial trust isn’t built in one big conversation.

It’s built in the small things: being transparent, having shared goals, checking in regularly, keeping your estate plan and beneficiaries updated, and making sure you both know where everything is.

The goal isn’t to agree on every dollar.

It’s to make sure there are no surprises.

That’s what being financial partners looks like.

08/21/2026

I recently shared that I was recognized as a Five Star Wealth Manager and included in Texas Monthly.

This short video provides a little more background on the award and the selection process behind it.

I’m proud to receive this recognition for the first time, but even more grateful for the clients who have trusted me with such an important part of their lives.

08/20/2026

When it comes to money and relationships, you don’t have to agree on everything. But you do need to understand each other.

Which of these five conversations have you been avoiding?

08/18/2026

The most important money conversations usually aren’t about investments.

They’re about how you spend, what you’re saving for, how you handle debt, what retirement looks like, and how far you’re willing to go to support family.

You don’t have to agree on everything. But you should know where each other stands before a decision becomes an argument.

Which of these five conversations is the hardest for couples to have?

08/13/2026

We all have a money story.

It was shaped long before we opened our first investment account or wrote our first budget.

For some, money represents security.

For others, freedom, success, love, control, or identity.

Those meanings influence how we save, spend, invest, and communicate with the people closest to us.

The goal isn't to decide which meaning is "right."

It's to understand your own—and to become curious about someone else's.

Reflection:

Which of these meanings shows up most often in your relationship with money?

How has it influenced the way you make financial decisions or communicate with someone you love?

Share your thoughts below. I'd love to hear your perspective.

08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

08/11/2026

The argument may be about spending, saving, or a credit card charge.
But underneath it could be security, freedom, control, fear, or something you learned about money long before the relationship began.
Before trying to solve the numbers, ask each other: “What does this money decision represent to you?”
Over the next few weeks, we’ll explore how couples can communicate better, rebuild trust, and make financial decisions together.

08/05/2026

This month, we're taking a different approach.

Instead of focusing on market headlines or technical financial strategies, we're exploring something that influences every financial decision we make: our relationships.

The research is clear. Money affects nearly every relationship, but it doesn't have to divide us.

My hope is that this series helps you better understand not only your finances, but also the beliefs, experiences, and conversations that shape them.

Which statistic surprised you the most?