Debra Brennan Tagg (@dbt360planner) 's Twitter Profile
Debra Brennan Tagg

@dbt360planner

CFP® professional and creator of the DBT360 Financial Plan.
Data+Wisdom=Clarity+Action.

ID: 2613926461

linkhttp://www.bfsadvisorygroup.com calendar_today09-07-2014 17:20:16

1,1K Tweet

273 Followers

269 Following

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We want to wish all the dads out there a Happy Father's Day! We depend on you for your wisdom, the example you set, your hugs, your fantastic jokes, and your lifelong support. And we thank you for all of it.

We want to wish all the dads out there a Happy Father's Day! We depend on you for your wisdom, the example you set, your hugs, your fantastic jokes, and your lifelong support. And we thank you for all of it.
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

Happy Juneteenth! Today we celebrate freedom, unity, and progress. Let's honor the resilience of those who fought for justice and continue to strive for equality.

Happy Juneteenth! 
Today we celebrate freedom, unity, and progress. Let's honor the resilience of those who fought for justice and continue to strive for equality.
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

When individuals lack complete information or experience with a specific type of risk, they often misjudge its magnitude. With over 20 years of experience, we've observed that both facts and experience significantly shape investors' decision-making processes.

When individuals lack complete information or experience with a specific type of risk, they often misjudge its magnitude. 

With over 20 years of experience, we've observed that both facts and experience significantly shape investors' decision-making processes.
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

So you think holding onto cash is risk-free? Think again! Despite seeming secure, there are hidden costs associated with hoarding excessive cash.

So you think holding onto cash is risk-free? Think again! Despite seeming secure, there are hidden costs associated with hoarding excessive cash.
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

Make sure to save the date for the 16th annual North Texas Giving Day on September 19, 2024! We invite you to participate and champion the causes close to your heart, fostering the growth and vibrancy of our community.

Make sure to save the date for the 16th annual North Texas Giving Day on September 19, 2024!

We invite you to participate and champion the causes close to your heart, fostering the growth and vibrancy of our community.
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

Balancing family aspirations with financial strategies is crucial for family-owned businesses. Our business consulting services blend small business insights with financial planning expertise to protect your most valuable asset—your business.

Balancing family aspirations with financial strategies is crucial for family-owned businesses. 

Our business consulting services blend small business insights with financial planning expertise to protect your most valuable asset—your business.
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

Ever wonder what sets the wealthy apart? Below are 5 habits that could transform your financial future. Are you ready to adopt these life-changing practices? #ThinkWealthy #FinancialFreedom #GameChanger

Ever wonder what sets the wealthy apart? Below are 5 habits that could transform your financial future. 

Are you ready to adopt these life-changing practices? 

#ThinkWealthy #FinancialFreedom #GameChanger
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

Navigating life's milestones, from marriage and parenthood all the way to retirement, can significantly impact your financial journey. Together, we can strategize to adapt to these changes and steer you toward achieving your goals.

Navigating life's milestones, from marriage and parenthood all the way to retirement, can significantly impact your financial journey. 

Together, we can strategize to adapt to these changes and steer you toward achieving your goals.
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

Most people are somewhat uncomfortable talking about money, but - like most things - talking about it with friends and family may give you new ideas and feedback.

Most people are somewhat uncomfortable talking about money, but - like most things - talking about it with friends and family may give you new ideas and feedback.
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

BFS Advisory Group cheers on all of the athletes representing our great country at the Olympic games. We are in awe of your talent, dedication, drive and ability to work together as a team to win big. You inspire us, and we admire you. Go Team USA – we’re rooting for you!

BFS Advisory Group cheers on all of the athletes representing our great country at the Olympic games. We are in awe of your talent, dedication, drive and ability to work together as a team to win big. You inspire us, and we admire you. Go Team USA – we’re rooting for you!
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

📊 The latest edition of Risks and Opportunities is out! Dive into our quarterly report to explore the potential impacts of shifting Fed policies and the changing political landscape. 📉🗳️ Don't miss out—read the full report today: bfsadvisorygroup.com/quarterly-mark…

Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

As parents, we spend years preparing our kids for the future, but nothing quite prepares us for the moment they leave for college. 💔 In my latest blog post, I reflect on the bittersweet transition of sending my daughter off to college. heyor.ca/iJ01nH

As parents, we spend years preparing our kids for the future, but nothing quite prepares us for the moment they leave for college. 💔 In my latest blog post, I reflect on the bittersweet transition of sending my daughter off to college. heyor.ca/iJ01nH
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

A small increase in your 401(k) contributions today can lead to a huge difference in your future retirement. Use this tool from NerdWallet to estimate your future balance. nerdwallet.com/calculator/401… #National401kDay #RetirementPlanning #FinancialLiteracy #MaximizeYour401k

Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

Creating lasting generational wealth involves more than just saving. We meet each client where they are, understanding the unique aspirations of their family to build a lasting legacy. Our focus is on ensuring that your values, along with your wealth, are passed down.

Creating lasting generational wealth involves more than just saving. We meet each client where they are, understanding the unique aspirations of their family to build a lasting legacy. Our focus is on ensuring that your values, along with your wealth, are passed down.
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

North Texas Giving Day season is here! In 2023, more than $60 million was raised, benefiting over 3,000 local nonprofits. If you would like to make a donation, visit this link: northtexasgivingday.org/search?orgScop…

North Texas Giving Day season is here! 

In 2023, more than $60 million was raised, benefiting over 3,000 local nonprofits. 

If you would like to make a donation, visit this link: northtexasgivingday.org/search?orgScop…
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

Let's take a moment to honor and remember all those we lost on September 11th. We are forever grateful for the bravery and sacrifice of our first responders. 🌟🇺🇸

Let's take a moment to honor and remember all those we lost on September 11th. We are forever grateful for the bravery and sacrifice of our first responders. 🌟🇺🇸
Debra Brennan Tagg (@dbt360planner) 's Twitter Profile Photo

With growing wealth comes greater responsibility—and the stakes are higher. Proper management is key to preserving and expanding your financial legacy. Partner with a trusted advisor to identify your most important financial goal and map out the strategy to achieve it.

With growing wealth comes greater responsibility—and the stakes are higher. Proper management is key to preserving and expanding your financial legacy. Partner with a trusted advisor to identify your most important financial goal and map out the strategy to achieve it.