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Retirement

Retirement

Social Security Planning: A Balancing Act 

January 16, 2023

Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement:    “When should I… Read More

Categories: Retirement

SECURE 2.0 Act: What You Need To Know

January 5, 2023

Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at… Read More

Categories: Retirement

Retirement Planning in Houston: An Essential Guide

July 28, 2022

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

Categories: Retirement Tags: Financial Planning, retirement

7 Ways to Derail Your Investment Portfolio

December 27, 2020

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

Categories: estate planning, Investing, Planning for Emergencies, Retirement, risk management Tags: adult children, estate planning, Financial Planning, life insurance, long term care insurance, retirement, risk management

Spending Money and Spending Time: Getting a Handle on Both for a Successful Retirement

August 30, 2020

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

Categories: Retirement Tags: retirement, spending in retirement

Annuities: Are They a Good Move?

February 2, 2020

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

Categories: Annuities, Investing, Retirement Tags: annuities, Financial Planning, retirement

Should I Keep my Money in the 401(k) or Roll it Over to an IRA?

December 29, 2019

After many years of saving to your company retirement plan, you finally see the light through the end of the tunnel.  Retirement is near, and there is no shortage of… Read More

Categories: 401(k) plan rollover to IRA, Retirement Tags: 401(k), company plan, IRA, retirement, rollover IRA

Inherited IRAs: Don’t Touch Without First Consulting a Professional

October 17, 2019

If you have inherited an IRA, there are some important rules you must know to avoid some painful and irreversible consequences. The very first step to take is to contact… Read More

Categories: Investing, Retirement Tags: Financial Planning, inherited IRA, Investments, rules about Inherited IRA's

How to Determine Your RMD (Required Minimum Distribution)

October 14, 2019

You probably know that when you reach the age of 70½ you are required to make annual withdrawals from your retirement accounts upon which you will be taxed. There is… Read More

Categories: Retirement Tags: 70½ Rules, RMD, RMD's

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