One of the most common questions we get from individuals and business owners, as CERTIFIED FINANCIAL PLANNER™ practitioners in Houston is this: “How do we lower our taxes?” From business… Read More
Did you know that the average retirement lasts around 25 years in America? Imagine the preparations you’d need to make to live without your primary income for 25 years. The… Read More
Your investments are properly managed by experts in a well-constructed and diversified portfolio and you are saving at the appropriate rate for your financial goals. You are all set, right? … Read More
When planning for retirement, we frequently think about how much money we should have saved, where we would like to live, and at what age we would like to retire…. Read More
We hear it often. “Buy real estate as a great investment for your money.” Is that good advice? Let’s take a look at some of the considerations. Taxes and Toilets…. Read More
Wondering what steps you can take if you are worried about losing your job? How do you take advantage of the market decline and current income tax rates? These are… Read More
Experts have been talking about income tax rates rising dramatically in the coming years as the federal deficit rises to worrisome levels and current tax rates are scheduled to sunset… Read More
Chances are, if you have a large percentage of stock holdings, you’ve seen your investment account balance take a nosedive since the quarterly statement you received in mid-January. While nobody… Read More
What would happen if we could actually time the market and know ahead of time when the lowest point would be to invest? That’s the question that market analyst Nick… Read More
Is an annuity a good move? It’s very confusing to determine fact from fiction with the plethora of information written about annuities on the internet. Like most everything else in… Read More
