Debra Brennan Tagg

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

[Debra Brennan Tagg @dbt360planner]

Integrity is one of the five core values of our firm and our team. Having integrity means doing the right thing in a reliable way. It's a personality trait that we admire, since it means a person has a moral compass that doesn't waver.

[Debra Brennan Tagg @dbt360planner]

Investing isn’t just about beating the market. It’s about taking charge of your finances so you can make the choices you want in life. By building your financial future with wise investments & smart saving, we can help lay the groundwork for a more empowered and secure tomorrow.

[Debra Brennan Tagg @dbt360planner]

Market volatility is inevitable, but a well-crafted strategy can help you stay on course. Explore these four key approaches to help safeguard your portfolio and navigate uncertainty with confidence. 📈

[Debra Brennan Tagg @dbt360planner]

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.

[Debra Brennan Tagg @dbt360planner]

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]

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: https://t.co/ZJ1Q1T8TpL

[Debra Brennan Tagg @dbt360planner]

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]

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. https://t.co/Ki0WLJajOp

#National401kDay #RetirementPlanning #FinancialLiteracy #MaximizeYour401k

[Debra Brennan Tagg @dbt360planner]

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. https://t.co/IRKoMi847E

[Debra Brennan Tagg @dbt360planner]

📊 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: https://t.co/2qOX7EnCqA

[Debra Brennan Tagg @dbt360planner]

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]

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]

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]

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]

Stars, stripes, and fireworks! Happy Independence Day! 🎇

[Debra Brennan Tagg @dbt360planner]

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]

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]

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]

Let's design a charitable giving plan that makes a difference.

[Debra Brennan Tagg @dbt360planner]

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.