Clearfork Wealth Management

A well-drafted estate plan is only part of the equation. Families who have open conversations about values, expectations, and financial responsibility tend to see wealth endure across generations far more successfully than those who leave the details to be discovered after the fact. Ryan Fisk helps families build both the financial plan and the framework for those conversations.

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A great turnout for a great cause. Thank you to our team, families, friends, and clients (and their dogs) who joined us for the Tarrant County Heart Walk on September 26th. We're proud to support the American Heart Association here at home.

Between the day the paychecks stop and the day required distributions and Social Security begin, many people sit in the lowest bracket they'll see again. It's a narrow window and it closes on a schedule. What happens inside it can shape decades of tax bills.

From when to claim Social Security to how to sequence withdrawals across accounts, many of the biggest retirement income decisions are effectively permanent once made. Erin specializes in helping clients think through these choices carefully, so the decisions that shape decades of retirement income are made with a full picture, not guesswork.

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Original estate documents, and any paperwork that proves who is allowed to act on your behalf. Deeds and titles. Records that establish what you paid for something you still own, including improvements to a home, because that number matters long after you have forgotten it. Those are the ones worth a fireproof box and worth telling someone about. Most other paperwork can be requested again from whoever issued it, though that is worth confirming before anything leaves the house.

Whether it's re-entering the workforce, relocating, or simply reimagining what financial security looks like solo, the post-divorce period is full of decisions. Deanna Andrews helps women build a forward-looking financial plan centered on their goals, not just the terms of the settlement.

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Proceeds from a sale, a bonus that landed and stayed, an account that was supposed to be temporary three years ago. Cash that has no assigned job tends to keep not having one. Not every dollar needs to be invested. Every dollar should at least be accounted for.

This September, we're proud to support St. Jude Children's Research Hospital, a remarkable organization dedicated to advancing treatments and defeating childhood cancer and other life-threatening diseases. We're honored to contribute to their mission and help bring hope to children and families when they need it most.

The right charitable giving strategy can help you maximize your impact while supporting your broader financial goals. From donor-advised funds to gifting appreciated assets, there are opportunities to make your giving more intentional. Michael Halloran specializes in helping clients create strategies that align their generosity with their long-term financial plans.

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Leftover 529 funds aren't stranded. The beneficiary can usually be changed to a sibling, a cousin, a grandchild, or in some cases yourself. Trade schools, apprenticeships, and certain student loan payments may also qualify. The account is more flexible than the brochure made it sound.

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