02/10/2026
So your student wants to be a doctor?
Check out the insights from a CCU doctor at UT Southwestern...
Considerations for pursuing an MD
College planning expert Doug Bryan asks Dr. Adam Mora what he would tell a student who wants to be a doctor. His answer is FASCINATING...
04/28/2025
Social Security has been in the news recently. Are you concerned? Would you like learn how to potentially maximize what you get from SSA? Well luckily for you, I'm teaching a class on that exact topic!
Thursday, May 8th and Tuesday, May 12 at 7pm at The REC at Grapevine. Come and learn the latest on Social Security. (Did you know there are more words in the Social Security rule book than there are in the Bible?)
Click the link below to register and attend. Seating really is limited. Not only will it be informative, I'll do my best to make it entertaining as well. 😀
https://www.yoursvp.com/9a16645f-2855-491e-b65d-1b0fd59df69c
04/10/2025
I know I don't post here very often. I probably need to use social media more. But I was just BLOWN AWAY by a conversation I had with a client yesterday. She shared her candid insights on her experience with our services.
Client shares her experience with Insight College & Financial Solutions
This video was made with Clipchamp
11/28/2023
YIKES! TCU is more expensive than Harvard! REALLY!
This next school year, TCU will charge $61,643 (tuition only) while Harvard will "only" be $54,269.
That's a 7.9% hike and that's after TCU just completed a $1 Billion fundraising campaign! (Guess a billion doesn't go as far as it used to!)
College can screw up the financial lives of both students and parents who walk into it blindly. Please don't do that. Reach out to me if you're concerned as to how you're going to make it through ALL years of college for ALL kids and NOT mess up your financial goals.
01/05/2022
How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
Saving for College
This calculator can help you estimate how much you should be saving for college.
12/29/2021
Protecting you or your company from a civil claim may require an coverage you have never heard of.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
12/22/2021
Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.
Life Insurance Myths: Debunked
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
12/20/2021
Do you know what all those emojis you keep seeing in your text messages mean? Here’s a handy guide.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
12/13/2021
a car? Consider gap to protect against losses that may not be covered by your current policy.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
12/10/2021
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
12/08/2021
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Bridging the Confidence Gap
In the world of finance, the effects of the
12/08/2021
November started off on a strong note, helped by positive corporate earnings surprises, but reports of a new COVID-19 variant caused turbulence in the markets.
Monthly Market Insights | December 2021
Reports of a new COVID-19 variant in late November roiled markets as a wave of selling erased the month’s earlier gains.