Skip to main content
menu
  • Home
  • About
    • About Us
    • Our Process
    • Our Philosophy
    • Who We Serve
    • Education Sessions
    • Legal & Privacy Info
  • Our Services
    • Services
    • Investing
    • Services for Business Owners
    • Insurance
    • Specialty Services
  • Resources
    • Financial Calculators
    • Personal Budget Assessment
    • Useful Links
  • Blog
  • Contact
  • Client Login
    • Fidelity Wealthscape
    • OneView Reporting

Blog

An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
David Barnes | Nov 15, 2021

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
Read More
Woman in a suit holding a piece of paper. She is in an office setting.
David Barnes | Sep 7, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Read More
Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
David Barnes | Apr 19, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Read More
Row of townhomes
David Barnes | Apr 19, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More
Man sitting at a long table in front of a window. He is looking at his phone.
David Barnes | Apr 19, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Current page 4

Office

206 E College St. STE 200
Grapevine, TX 76051

Contact Info

P: 972-465-0100
F: 972-465-0400
E: efg@osaicwealth.com

Get in Touch

Schedule an appointment


Legal, Privacy, Copyright and Trademark Information

Osaic Wealth Form CRS

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

© 2026 Enrich Financial Group. All rights reserved.