Brent McCrary, CFP - Certified Financial Planner Professional

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Brent McCrary, CFP - Certified Financial Planner Professional Certified Financial Planner™Professional Financial Advising Firm representing clients in Texas and Louisiana member FINRA/SIPC.

Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please see our website for additional disclosures: https://www.brentmccrary.com

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
10/25/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
10/22/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and non...
10/20/2026

Not all inflation numbers measure the same thing. From CPI to PCE, each index tracks different spending patterns—and none of them may reflect yours.

Different inflation indexes may tell different stories. Here's what that could mean for you.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
10/18/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

There are benefits and limitations when using a living trust.
10/15/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may ...
10/13/2026

Are you or someone you know considering higher education? For many, understanding the Federal Student Grant Program may be essential for collegiate success.

In this article, explore the benefits of the Federal Student Grant Program.

With increasing wealth comes unique financial challenges.
10/11/2026

With increasing wealth comes unique financial challenges.

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
10/08/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
10/06/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
10/04/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

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3522 Paesano's Parkway, Suite 100
San Antonio, TX
78231

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