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Cure Financial - Plano, TX

1255 West 15th Street, Suite 250, Plano, Texas 75075

TEL. 972-379-2323

When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

Longevity

When we work with clients and their families, we often work with them for a lifetime. We serve families for multiple generations, helping them build and transfer their wealth to their loved ones.

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Significance

We value the transition into retirement and our goal is to help you find meaning for this time. Serving as your financial guide, we strive to help you transition from a life of success to a life of significance.

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Involvement

Your financial life is a dynamic endeavor that changes with life events, economic conditions, and personal outlooks. We are here for you whenever you require support or guidance.

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Helpful Content

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

 

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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