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The rising cost of college has made the value of a degree an increasingly important part of the financial planning conve...
08/31/2026

The rising cost of college has made the value of a degree an increasingly important part of the financial planning conversation. In this article, we look at the latest data and what it may mean for families making decisions about college costs, savings, and debt. https://www.aspire-planning.com/blog/2026/8/28/is-college-still-worth-it

The rising cost of college has made the value of a degree an increasingly important part of the planning conversation. In this article, we look at the latest data and what it may mean for families making decisions about college costs, savings, and debt.

The national debt has passed $40 trillion, but the number itself isn’t the real story. What matters is what comes next—a...
08/25/2026

The national debt has passed $40 trillion, but the number itself isn’t the real story. What matters is what comes next—and how rising debt, interest costs, and the potential for higher taxes could affect your financial plan.
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The national debt has passed $40 trillion, but the number itself isn’t the real story. What matters is what comes next—and how rising debt, interest costs, and the potential for higher taxes could affect your financial plan.

In the final installment of our Strategic Investment Conference series, we bring together competing perspectives on infl...
08/11/2026

In the final installment of our Strategic Investment Conference series, we bring together competing perspectives on inflation, markets, politics, and innovation—and what they could mean for your long-term investment strategy.

In the final installment of our Strategic Investment Conference series, we bring together competing perspectives on inflation, markets, politics, and innovation—and what they could mean for your long-term investment strategy.

The strategies that helped you build wealth may not be the same ones that help you protect it, enjoy it, or eventually p...
07/01/2026

The strategies that helped you build wealth may not be the same ones that help you protect it, enjoy it, or eventually pass it on. Here's why regular planning reviews are so important.

Every major financial milestone changes the target. If it's been a while since you've reviewed your financial strategy, ask yourself: Does it still reflect the life you're living today?

The conversations at the 2026 Strategic Investment Conference covered far more than I could fit into a single article. P...
07/01/2026

The conversations at the 2026 Strategic Investment Conference covered far more than I could fit into a single article. Part II explores the macroeconomic trends, political shifts, and long-term themes that investors should continue watching in the years ahead.

The second half of my conference notes explores the bigger picture: why inflation may prove more persistent, how AI is reshaping the economy, where hidden risks may be building, and why a disciplined investment plan matters more than ever. Here are the themes that stayed with me.

If you only followed the headlines this spring, you might expect markets to be struggling. Higher oil prices, persistent...
06/02/2026

If you only followed the headlines this spring, you might expect markets to be struggling. Higher oil prices, persistent inflation, geopolitical tensions, and slowing economic growth have all made news. Yet stocks continue pushing toward new highs while bonds have faced renewed pressure. What explains the disconnect between the headlines and market performance?

Read our latest commentary:

Markets continue to defy expectations. Despite inflation concerns, higher oil prices, and geopolitical uncertainty, stocks remain resilient while bonds face renewed pressure. Here's what's happening beneath the headlines.

Notes from the Smartest Room in Finance: What I Heard at the 2026 Strategic Investment Conference — and What I Think It ...
05/29/2026

Notes from the Smartest Room in Finance: What I Heard at the 2026 Strategic Investment Conference — and What I Think It Means for You (Part I)
I recently spent several days at the 2026 Strategic Investment Conference, listening to some of the sharpest—and most opinionated—voices in finance debate where the global economy may be heading next. While they disagreed on plenty, a surprising amount of consensus emerged around a few major shifts investors shouldn't ignore.

I recently spent several days listening to some of the sharpest — and most opinionated — voices in finance debate where the global economy may be heading next. While they disagreed on plenty, a surprising amount of consensus emerged around a few major shifts investors shouldn't ignore.

Thinking About a Move This Year? A move can feel like a fresh start—but not every move improves your financial position....
05/29/2026

Thinking About a Move This Year?
A move can feel like a fresh start—but not every move improves your financial position. Before relocating, it’s worth taking a closer look at how the decision affects your taxes, cost of living, and long-term planning.

A move can feel like a fresh start—but not every move improves your financial position. Before relocating, it’s worth taking a closer look at how the decision affects your taxes, cost of living, and long-term planning.

Financial Spring Cleaning: 7 Ways to Reorganize and Refocus Your Finances as Mid-Year Approaches
05/29/2026

Financial Spring Cleaning: 7 Ways to Reorganize and Refocus Your Finances as Mid-Year Approaches

Tax season may be over, but the opportunity to improve your financial position isn’t. A mid-year financial review can help identify adjustments that can make a meaningful difference before year-end.

Even with the best plans in place, there may come a time when someone else needs to step in on your behalf. This article...
03/31/2026

Even with the best plans in place, there may come a time when someone else needs to step in on your behalf. This article outlines three simple safeguards to help ensure your financial and medical decisions are handled the way you intend.

Even with the best plans in place, there may come a time when someone else needs to step in on your behalf. This article outlines three simple safeguards to help ensure your financial and medical decisions are handled the way you intend.

Address

7950 Legacy Drive Ste 400/308
Plano, TX
75024

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19727766230

Website

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