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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

by thanhhauser | Oct 2, 2023 | Video

A bucket plan can help you be better prepared for a comfortable...
A Bucket Plan to Go with Your Bucket List

The Cycle of Investing

by thanhhauser | Sep 5, 2023 | Video

Understanding the cycle of investing may help you avoid easy pitfalls.

A Bucket Plan to Go with Your Bucket List

When Do You Need a Will?

by thanhhauser | Aug 9, 2023 | Video

The answer is now.

A Bucket Plan to Go with Your Bucket List

Retirement and Quality of Life

by thanhhauser | Jul 12, 2023 | Video

Watch this video to learn more.

A Bucket Plan to Go with Your Bucket List

Behavioral Finance

by thanhhauser | Jun 14, 2023 | Video

Watch this video to learn more about Behavioral Finance

A Bucket Plan to Go with Your Bucket List

How to Retire Early

by thanhhauser | May 10, 2023 | Video

Check out this video to learn more.

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Return on Life

  • Help Kids Set Goals for New School Year
  • What Did You Learn Today?
  • What’s Your Routine for a Better ROL?
  • Should I Remodel or Move?

Market Commentary

  • Market Commentary | Week of April 14th, 2025
  • Market Commentary | Week of Apri 7th, 2025
  • Market Commentary | Week of March 21st, 2025
  • Market Commentary | March 24th, 2025

Market Insights

  • Market Insights – May 20, 2024
  • Market Insights – May 13, 2024
  • Weekly Insights – May 6, 2024
  • Market Insights – April 29, 2024

Videos

  • The Cost of Procrastination
  • A Bucket Plan to Go with Your Bucket List
  • How to Bake a Pie-R-A
  • Social Security: By the Numbers

Pinecrest Financial

6800 Weiskopf Avenue, Suite 150 | McKinney, TX 75070

P: 972.807.3389 | Email Thanhha  |

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pinecrest Financial are not affiliated. This communication is strictly intended for individuals residing in the states of  CA, FL, IL, MO, NV, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Pinecrest Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Below you can find important disclosures on the various policies, features, and agreements pertaining to the services we offer. Please review these documents and keep a copy for your records.

Cambridge’s Form CRS (Customer Relationship Summary)

CIRA Form ADV 2A | Pinecrest Financial Form ADV 2B | Form CRS for Cambridge | Form CRS for CIRA | Regulation BI Disclosure

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Pinecrest Financial