Press

Wade is Interviewed by Deborah Nason, Special to CNBC.com: Think you're not rich enough to need a will? Think again.

Wade is Interviewed by Pamela Yip Dallas Morning News Columnist: Planning is Essential for Security After Retirement

Sean Phillips, Vice President of Wealth Management, Interview in Forbes Magazine: Aftertax 401(k) Rollovers Advanced Version

Wade’s Interview with Pamela Yip, Dallas Morning News Columnist: How to Take Financial Independence From Dream to Reality

Wade’s Article, Family Law February 2013 Newsletter: Health-Care Act Brings Higher Taxes

Wade’s Interview with Pamela Yip, Dallas Morning News Columnist: For Single Parents, Planning and Pinching Pennies are Crucial

Wade’s Interview with Pamela Yip, Dallas Morning News Columnist: How to Craft a Will That’s Fair to Loved Ones

Wade’s Article, Family Law August 2012 Newsletter: Ruling Puts 401(K) Plan Beneficiaries on Notice

Wade’s Interview with Pamela Yip, Dallas Morning News Columnist: It’s Time For a Midyear Financial Checkup

Quoted in

Kiplinger's Personal Finance March 2017
Why You Need Disability Coverage."

The Fiscal Times May 2016
“How to Retire Comfortably While You’re Still in Debt”

Nightly Business Report produced by CNBC” (NBR) Nov 27, 2015
“Ensure you Get a Tax Deduction for that Charitable Donation

Kiplinger’s Retirement Report October 2015
“Using the Back Door to a Roth IRA”

Investment News Magazine June 30, 2015
“More advisers simulating SEC exams to expose gaps before regulators come knocking”

The Dallas Morning News January 17, 2015
“Planning is essential for security after retirement”

Financial Advisor Magazine February 24, 2014
“Advisors Offer 11 Ways to Get More Client Referrals” by Mike Byrnes