Some colleges are adding a Covid-19 fee to your bill, refinancing your house will soon cost an additional 1/2 of 1% and maybe it’s time to review your insurance – good idea to try to lower some fees. Social security checks might not be increasing in 2021. Rumor has it this is not related to the man who cashed his dead Aunt’s checks for 43 years.

Author: Brett Fry

Brett rejoined Forteris Wealth Management this year and is managing our office in Dallas, TX.  While helping clients plan for retirement, education and generational asset transfers, Brett's expertise in portfolio management, managing concentrated stock positions, planning for the sale of a business, and helping young professionals accumulate wealth enables him to guide clients through their continuously changing financial decisions.