Personal Planning Insights

Find the expert advice, informed opinions and innovative ideas to help you meet goals and invest in the future – all from the experienced team of Private Wealth Advisors at Texas Capital Bank.

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What's Missing From Your Financial Plan?

70% of Baby Boomers will require long-term care, yet few plan for it. Read the paper to learn how you can be prepared.

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WHAT'S YOUR EXIT STRATEGY?

What you should know about creating a business succession plan.

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The Tax Cuts and Jobs Act

Discover what the new tax policy means for you and your business.

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Philanthropy Made Easy

Did you know that utilizing a Donor Advised Fund can simplify your charitable giving?

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BITCOIN: LEARN BY WATCHING

Cryptocurrencies continue to grab headlines, but should they be a part of your financial strategy?

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SAVING FOR COLLEGE

Learn the ins and outs of using a 529 plan to pay for college.

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THE CHARITABLE GIVING THAT GIVES BACK.

Did you know that a Qualified Charitable Distribution lets you donate from your IRA while reducing your taxes?

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