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Articles

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.
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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.
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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.
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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?
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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.
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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
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Todd Frederick | Jul 3, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More
Two people at work high fiving at a desk
Todd Frederick | Jun 29, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Hand holding a bill with a red "Past Due" stamp on it
Todd Frederick | Jun 26, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
A calculator and a pen on top of a graph
Todd Frederick | Jun 22, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Todd Frederick | Jun 19, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Two elderly people sitting on a bench looking at the sea
Todd Frederick | Jun 15, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More

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Office

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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