Financial & Tax Architects

10/01/2026

Did you know October is both Retirement Planning Month and Cybersecurity Awareness Month? There’s never a better time to think about keeping yourself and your retirement investments safe.

We invite you to attend an upcoming Retirement 101 class. Find one near you at https://fta-ria.com.

09/30/2026

Great work starts with a great team—and sometimes, a little friendly competition! 🎳

The FTA marketing team recently stepped away from our desks for an afternoon of teambuilding at WOW! Entertainment. It was a chance to connect, recharge, share some laughs, and celebrate the people behind the work we do every day.

At FTA, we believe a strong culture is built by working together, supporting one another, and making time to enjoy the journey along the way.

09/27/2026

If you’re nearing retirement age or newly retired, our Retirement 101 class offers insightful information in an academic setting, without the distractions.

Find a class near you at https://fta-ria.com/ today.

09/25/2026

Credit cards, auto loans, home equity lines, medical financing, and “easy monthly payment” offers can feel manageable at first. But when income becomes more fixed, flexible debt can quietly create pressure and reduce your freedom.

A strong retirement plan should account for more than income. It should also help you understand what kinds of debt may threaten your flexibility later.

Join us for Retirement 101.

Reserve your seat: https://fta-ria.com/

09/24/2026

Retirement planning doesn’t stop when retirement begins.

If you’re age 70½ or older, you may have questions about how Roth conversions, required minimum distributions and taxes could fit into your broader retirement strategy.

Explore these and other important retirement topics at an upcoming Retirement 101 class near you.

Reserve Your Seat at https://fta-ria.com/

*For general educational purposes only. This class does not provide individualized tax, legal or investment advice. Roth conversions generally create taxable income and may not be appropriate for everyone. Consult your qualified tax, legal and financial professionals before making any decisions.

09/23/2026

Retirement is full of possibilities based on your savings, investments, and income sources, risks of loss, taxes – and maybe a thing or two you haven’t thought of yet.

You’re invited to join us for our next Retirement 101 class. This single-session, 90-minute class can help bring your retirement into view so that you can focus on what matters most.

Join us for Retirement 101. Reserve your seat at https://fta-ria.com/

09/18/2026

Thank you, Harmony Public Schools North Texas District, for allowing us to be part of your community. We’re proud to support the incredible work your teachers do every day!

Community Partner Spotlight 💙

This week, we’re recognizing Financial & Tax Architects - Plano for helping clear Ms. Hodges’ teacher wish list at HSI-Carrollton!

Their generosity will help provide new classroom centers, headphones and other supplies to support students throughout the school year.

We’re grateful for partners who show up for our Harmony community and help make a difference. 💙

Thank you, Financial & Tax Architects - Plano, for being part of the Harmony family!
Harmony School of Innovation-Carrollton

09/10/2026

When should you retire? Join us for an upcoming session of Retirement 101 and gain helpful insight—without the sales pitch.

Find an upcoming class near you at https://fta-ria.com today.

09/07/2026

In observance of Labor Day, our offices are closed and no classes will be held tonight. We will resume our regular schedule tomorrow.

From all of us at Financial & Tax Architects, we wish you a safe and enjoyable Labor Day! 🇺🇸

09/01/2026

Help us congratulate Julie H., our Dallas-area Back-To-School Giveaway Grand Prize Winner! 🍎📚

Julie teaches Science and STEM at a Title I school in Carrollton, Texas, where she works hard to create a classroom environment that supports her students in every way — not just academically, but personally, too.

After learning she had been selected, Julie shared:

“Thank you a million times over again. I teach Science and STEM [at a Title I school] in Carrollton... and I don't have a homeroom so supplies, cleaning supplies, snacks for students, and a few random items like hair ties for the kids that don't have time to do their hair in the morning are scarce.”

That message reminded us exactly why FTA launched this giveaway. Teachers like Julie see the needs that often go unnoticed, and they step in with care, creativity, and compassion every day.

We’re grateful for the opportunity to help make a difference for Julie as she continues making a difference in the lives of her students.

Congratulations, Julie — we hope you and your students have an incredible school year! 💚