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Thursday, August 17, 2017

We are starting to hear this question more often and I wish I had a quick and easy answer but everyone’s financial story is different. Just like snowflakes, no two peoples’ situations are the same. Two hurdles you face...

 

Thursday, August 17, 2017

Great question. The S&P 500 is one of the most famous and important stock indexes. But is throwing your whole next egg into the S&P 500 index a wise way to invest? First, let’s look at what it is. According to Standard & Poor,...

 

Friday, July 7, 2017

INFLATION AND RETIREMENT One thing people often forget to consider when planning for retirement is inflation. Let’s look at how inflation can impact your cost-of-living down the road. Suppose you need seven thousand dollars per...

 

Friday, June 9, 2017

How to Double Your Savings in 10 Years First, I have to say that if anyone ever opens with that line or any guarantee of financial results, run the other way. No one on this planet knows what’s going to happen tomorrow, let...

 

Friday, June 9, 2017

Be Careful What You Search For This is going to be a short tip, but a meaningful one. When you’re searching for financial advice online, please take it with a huge grain of salt because the answers you’ll find have not...

 

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Sunday, April 30, 2017

Are you the type of person that avoids risk or do you actively seek it out? We’ve been looking at risk and your investment objectives. Though you can never totally eliminate risk, there are strategies that can help reduce your...

 

Sunday, April 30, 2017

If you are going to meet your investment objectives, you will run the risk that an investment’s actual return could be different than expected. Though there are several sources of risk to your investment portfolio, there are...

 

Sunday, April 30, 2017

At some point, every family needs to discuss long-term care. What is long-term care? It’s a range of services and supports for both the medical and non-medical needs of people who, because of illness, age or disability, cannot...

 

Sunday, April 30, 2017

A successful retirement usually happens because of the work of a team of people who care about your long-term peace and happiness. To that end, the three critical members of your retirement team are your investment or financial...

 

Tuesday, April 4, 2017

Have you ever asked yourself, “Can I really retire someday?” and do I really want to retire someday.

 

Tuesday, April 4, 2017

 

Saturday, February 25, 2017

 

Saturday, February 25, 2017

 

Friday, January 27, 2017

Everybody's first question seems to be, "What is probate?" It's a legal framework that lays out a basic process for executing your estate after you pass on. Probate also limits the amount of time someone contest your estate. We advise...

 

Friday, January 27, 2017

Your home is joint property, right? One of the most common mistakes I see people make is assuming their home is joint property when, in community property states like Texas, it's actually community property. After one spouse passes on...

 

Sunday, January 8, 2017