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Articles

A teenager holding a yellow and blue longboard talking to her friend
Todd Frederick | Aug 14, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Two women meeting in an office space.
Todd Frederick | Aug 10, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Todd Frederick | Aug 7, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
Read More
Focused young woman shopping online on her laptop
Todd Frederick | Aug 3, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
A couple working in their kitchen together
Todd Frederick | Jul 31, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
Read More
Woman with graduation cap looking at the sky
Todd Frederick | Jul 27, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Hand holding a large bundle of balloons
Todd Frederick | Jul 24, 2023

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Todd Frederick | Jul 20, 2023

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
A black and white image of a couple laughing
Todd Frederick | Jul 17, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More
Man sitting on bench in park
Todd Frederick | Jul 13, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More
Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Todd Frederick | Jul 10, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More
Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Todd Frederick | Jul 6, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
Read More

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P.O. Box 1508
Prosper, TX 75078

Contact Info

P | 214-415-6726
E | Todd@stonecreekpw.com

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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