Terry Hill & Associates

Terry Hill & Associates provides Financial Consulting, Vision Coaching and Happiness planning.

Separating the Signal From the Noise 11/08/2024

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

Separating the Signal From the Noise A good professional provides important guidance and insight through the years.

Monthly Market Insights | November 2024 11/07/2024

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."

Monthly Market Insights | November 2024 Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits.

A Brief Guide To Condo Insurance 11/06/2024

Finding the proper for your means knowing what is covered by the association’s insurance.

A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance.

Putting a Price Tag On Your Health 11/04/2024

Being healthy may help your personal finances.

Putting a Price Tag On Your Health Being healthy not only makes you feel good, it may also help you financially.

What Is a 1035 Exchange? 11/01/2024

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Counteracting Capital Gains with Tax-Loss Harvesting 10/30/2024

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase

Annuity Comparison 10/28/2024

Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake.

Annuity Comparison This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Charitable Giving: Smart from the Heart 10/25/2024

Three tips for giving smart from the heart.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?

Inflation and the Real Rate of Return 10/23/2024

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Inflation and the Real Rate of Return Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Roth IRA for Kids 10/21/2024

Start building your child's financial future today with these key points to know about Roth IRAs.

Roth IRA for Kids Learn about the benefits and requirements of opening a Roth IRA for kids.

The Anatomy of an Index 10/18/2024

The S&P 500 is ubiquitous. Ever wonder how it works? &P500

The Anatomy of an Index The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Immediate vs. Deferred Annuities 10/16/2024

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Immediate vs. Deferred Annuities Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

How to Read Your Credit Report 10/14/2024

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

How to Read Your Credit Report Solve a mystery while learning how important your credit report is with this story-driven interactive.

Women and Wealth: A Pivot Towards Retirement 10/11/2024

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Women and Wealth: A Pivot Towards Retirement Tips and strategies for women approaching retirement to ensure a smooth transition.

Investing with Your Heart 10/09/2024

Concerned about the social impact of your investments?

Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important.

Life Insurance Myths: Debunked 10/07/2024

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 or are retired it pays to know the truth about life insurance coverage.

Risk Tolerance: What’s Your Style? 10/04/2024

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video.

Quarterly Market Insights | Q3 2024 10/04/2024

Q3 saw a Fed-fueled rally, but what's next? Our Quarterly Market Insights for October explores the latest economic indicators and what investors may be talking about in Q4.

Quarterly Market Insights | Q3 2024 Investors welcomed the Fed’s decision regarding short-term interest rates, causing stocks to post solid gains in the third quarter.

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Address


4400 State Highway 121
Lewisville, TX
75056

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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