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How Charitable Giving Can Reduce Your Tax Bill
10/05/2026

How Charitable Giving Can Reduce Your Tax Bill

For many retirees and individuals approaching retirement, charitable giving is about more than supporting causes they care about. With thoughtful planning, charitable contributions may also provide valuable tax benefits. The right strategy can potentially reduce taxable income, make retirement distr...

The Fed Raised Interest Rates Again: What Does It Mean For Retirees?
09/28/2026

The Fed Raised Interest Rates Again: What Does It Mean For Retirees?

Interest rates are back in the headlines. On September 16, 2026, the Federal Reserve raised its target range for the federal funds rate by 0.25 percentage point, bringing it to 3.75%–4.00%. The Fed cited continued economic growth and elevated inflation as factors behind the decision.For individual...

Most people don’t have trouble setting goals. However, keeping them, especially financial goals, is another story.Wealth...
09/09/2026

Most people don’t have trouble setting goals. However, keeping them, especially financial goals, is another story.

Wealth adviser Ken Calhoun joined WFAA-TV to explain why and share ways to improve our financial habits so we can start reaching our short- and long-term goals.

An expert joins WFAA to offer tips to stay on top of your finances.

Understanding the Tax Impact of Required Minimum Distributions (RMDs)
09/08/2026

Understanding the Tax Impact of Required Minimum Distributions (RMDs)

For many retirees, reaching the age when Required Minimum Distributions (RMDs) begin marks an important transition in retirement planning. After years of saving in tax-deferred retirement accounts, the IRS generally requires you to begin taking withdrawals once you reach a certain age. While RMDs ca...

How to Leave a Tax-Efficient Legacy to Your Heirs
08/31/2026

How to Leave a Tax-Efficient Legacy to Your Heirs

The Market Is Near Record Highs: What Should Investors Do Now?
08/17/2026

The Market Is Near Record Highs: What Should Investors Do Now?

When the stock market reaches or approaches record highs, it is natural for investors to wonder whether they should keep investing, make changes to their portfolios, or simply wait for a pullback. Those questions can become even more important for people who are approaching retirement or already rel...

How to Prepare for Extra Expenses at the Start of the School Year - With higher prices on nearly everything these days, ...
08/11/2026

How to Prepare for Extra Expenses at the Start of the School Year - With higher prices on nearly everything these days, many families are feeling sticker shock as they shop for back-to-school supplies. Wealth adviser Ken Calhoun joined WFAA with tips to help families save money, shop wisely and most importantly, stay on budget.

An expert with OpenAir Advisers joins WFAA to share some money-savi...

The Retirement Planning Decisions You Shouldn't Make Based on the Headlines
08/10/2026

The Retirement Planning Decisions You Shouldn't Make Based on the Headlines

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280 Miron Drive
Southlake, TX
76092

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