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WealthMetrix

Unlock your full financial potential by focusing on the metrics that matter for building and sustaining wealth.

We are an independent, fiduciary, financial planning and investment management firm with offices in Rockwall and Addison. Securities and advisory services offered through Cetera Advisor Networks LLC (doing business in CA as CFGAN Insurance Agency), member FINRA/SIPC, a broker/dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

07/20/2026

"I'm in the 24% bracket, so a quarter of my income goes to taxes." It's one of the most common money myths out there, but it's not how taxes actually work. 👇

There are two important tax rates to know. Your marginal rate is the rate on your next dollar earned, your top bracket. Your effective rate is the average rate you pay overall (total tax ÷ income), and it's almost always lower.

Smart tax planning isn't necessarily about shrinking this year's bill. It's about lowering your tax bill over your lifetime. A move that saves you money today can quietly cost you more down the road. Sometimes paying a little more now saves far more later.

Timing income, choosing the right accounts, and planning across decades is where the real savings live.

👉 Want to understand your own marginal vs. effective rate and the lifetime picture? Comment "CLARITY" and we'll help you see it. The latest in our Metrix that Matter series.

Brackets shown reflect the 2026 tax year and are for educational purposes only, not tax advice. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice.

07/16/2026

How much of your paycheck is already spoken for before it even hits your account? That's your debt rate and it's one of the clearest signals of how much financial breathing room you actually have. 👇

The math is simple: total monthly debt payments ÷ income. Pay $2,200 toward debt on a $10,000 monthly income, and that's a 22% debt rate. As a general guide, under 25% is healthy, 25–35% is elevated, and over 35% starts to squeeze everything else.

Debt doesn't just cost you today. Every payment is future income you've already promised away. You're spending tomorrow's paycheck before you've earned it. So every dollar committed to debt is a dollar that can't go toward your goals.

Two families can earn the exact same income, but the one carrying a 15% debt rate has far more freedom to save and invest than the one at 40%. Bringing this number down — tackling high-interest balances first, resisting new debt as income grows — is one of the most powerful moves you can make toward financial freedom.

👉 Curious what your debt rate is? Comment "CLARITY" and we'll help you uncover it. This is the latest in our Metrix that Matter series. Follow along as we break down the numbers that move you closer to financial freedom.

06/22/2026

How much of your income are you using to pay for your lifestyle? That number, your Burn Rate, is one of the most revealing in your whole financial picture. 🔥

Burn Rate is simply the share of your income that goes to living expenses (Living Expenses ÷ Income). This number does not include debt payments.

Spend $4,500 of a $10,000 monthly income, and that's a 45% burn rate.

Your burn rate works on both sides of the freedom equation. A lower burn rate means you can save more now and need less later to walk away from your career.

Two families earning the same $200K can land in completely different places — the one living on 45% of their income saves more each year and needs a far smaller nest egg than the one burning 65%.

The goal isn't to penny-pinch your way through life. It's awareness: know where your money goes, watch for lifestyle creep as your income grows, and make sure your spending reflects what actually matters to you.

👉 Curious what your burn rate is? Comment "CLARITY" and we'll help you find it. The latest in our Metrix that Matter series — follow along as we break down the numbers that move you closer to freedom.

06/17/2026

If you could only track one number in your financial life, this would be the one. 👇

Your savings rate — the share of your income you actually keep — tells you more about your path to financial freedom than your salary ever will.

Here's why: someone earning $200K and saving 5% puts away $10K a year, while someone earning $100K and saving 15% puts away $15K. The "lower" earner is actually in a better position, saving more and building freedom faster. It's not what you make. It's what you keep.

The good news? It's one of the few numbers you can control. Automate your savings before you have a chance to spend it, and bank half of your next raise.

Just don't funnel it all into retirement accounts. True financial freedom means saving toward all your goals, like cash reserves, your kids' education, and the milestones in between.

👉 Not sure what your savings rate is right now? Comment "CLARITY" and we'll help you calculate it. This is #1 in our Metrics that Matter series. Follow along as we break down each number that moves you closer to financial freedom.

06/11/2026

It's Metrix, not Matrix. 😄 (Keanu Reeves doesn't work here.)

But the real story behind our name is pretty simple: lasting wealth is built by focusing on the few numbers that actually matter. Your savings rate. Your spending rate. Your debt, your liquidity, and a handful of others.

Get those right, and the stress starts to melt away. That's what we do for families every day: cut through the noise and turn your finances into something you can see and act on. Clarity over complexity.

👉 We're breaking down each of these "metrics that matter" in the weeks ahead. Follow along, and comment "CLARITY" if you'd like to take a look at your own numbers.

06/06/2026

Rain is gone and now it’s sunny and 75 degrees! Great day to support the in

04/08/2026

Worried you're messing up the "money talk" with your kids? You're not alone.

The good news is you don't need to be an expert and you don't need to give your kids a finance lecture. They just need to see money in motion.

A few ideas that actually stick:

🛒 Hand them the grocery list at the store. Give them $20 and the challenge of getting everything on it. Watching them weigh name-brand vs. store-brand cereal teaches more than any worksheet.

💰 Split the allowance three ways: spend, save, give. Three jars, three jobs. They'll learn that every dollar has a purpose before it ever hits their hand.

🎯 Let them save for something they actually want. The wait is the lesson. When they finally buy it, they'll remember how it felt to earn it.

🗣️ Narrate your own money decisions out loud. "We're skipping takeout this week because we're saving for the trip." Kids absorb more from what you do than what you say.

You don't need to be a financial expert to raise financially confident kids. You just need to let them practice early and often.

02/19/2026

Definitely the most educational and entertaining social media class I've ever been a part of! Jared Guynes provided so much valuable information to help business owners share their sincere, authentic stories. You can tell he cares a lot about Downtown Rockwall!

01/28/2026

Walking into the office this morning, I’m reminded how much and the does for Downtown Rockwall. Whether they’re clearing snow & ice, blowing leaves, or picking up trash, they always keep Downtown Rockwall clean and safe for business owners, residents, and visitors. Much appreciated!

Address

102 South Goliad Street, Suite 101
Rockwall, TX
75087

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

https://www.mywealthmetrix.com/

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