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Posts

401(k) plan rollover to IRA

  • Should I Keep my Money in my 401(k) or Roll it Over to an IRA? - 25 February 2025

Annuities

  • Annuities: Are They a Good Move? - 2 February 2020

Bonds

  • Are You Taking Too Much Risk with Your Bonds (Or Paying Too Much)? - 14 October 2019

Buying a House

  • Sick of Renting? Follow these Tips when Buying a Home - 1 December 2019

Cybersecurity

  • Credit Freeze Quick Take - 31 March 2025
  • Avoiding Financial Scams and Identity Theft Slams Quick-Reference - 20 April 2023
  • Is Your Investment Account Safe from Fraud and Cyber Thieves? - 25 January 2020

Education Planning

  • Quick Take: What to Do With a 529 Balance - 19 June 2025

Estate Planning

  • Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning - 18 May 2023
  • Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning - 18 May 2023
  • Do I Really Need an Estate Plan? (And other questions for attorney Katherine Boyd) - 18 October 2022
  • What Issues Should I Consider During a Recession or Market Correction? - 3 October 2022
  • 7 Ways to Derail Your Investment Portfolio - 27 December 2020

Insurance

  • Disability and Life Insurance for Your Adult Children – How Does That Affect Your Retirement? - 25 November 2019
  • It Doesn’t Go On Sale: Don’t Wait Until You’re Older for Long Term Care Coverage - 28 October 2019

Investing

  • Timeless Wisdom from Warren Buffett - 19 June 2025
  • Client Question: Should I Be Using a Health Savings Account? - 20 May 2025
  • The Age of the Finfluencer: Who Should You Listen to When Everyone’s Talking? - 6 May 2025
  • Disruptive Forces: Thriving in a World that Won’t Sit Still - 17 March 2025
  • Client Question: How Can I Give My Kids a Head Start on Investing? - 17 March 2025
  • Should I Keep my Money in my 401(k) or Roll it Over to an IRA? - 25 February 2025
  • Counterintuitive Money Advice: Investing Against the Grain - 12 February 2025
  • Your 2024 Year-End Planning Guide - 13 December 2024
  • Client Question: I’ve Got a Lump Sum in Cash, Should I Invest It Right Away? - 14 October 2024
  • What We Talk About When We Talk About Volatility: Magnitude vs Percentage - 30 August 2024
  • Financial Quick Takes: Compound Returns - 13 August 2024
  • Equity Compensation: Big Opportunities, But Beware the Risks - 2 July 2024
  • Money Management Lingo - 17 June 2024
  • Young Investor’s Guide to Building a Financial Future - 17 June 2024
  • Making Best Use of Your Behavioral Biases: How To Trick Yourself - 22 May 2024
  • Financial Quick Takes: Financial Goals, Your Tickets To Ride - 22 May 2024
  • Putting the Stock Market in Context - 23 April 2024
  • Bringing Order to Your Investment Universe Part 2: Transitions and Taxes - 19 March 2024
  • Bringing Order to Your Investment Universe Part 1: The Beauty of Being Organized - 19 March 2024
  • Are You Confused About Investment Costs? Fund Management Fees - 16 February 2024
  • What Is Liquidity? - 16 February 2024
  • Evidence-Based Investment Insights: Ignoring the Siren Song of Daily Market Pricing - 23 January 2024
  • Evidence-Based Investment Insights: You, the Market, and the Prices You Pay - 23 January 2024
  • 4 Financial Best Practices for Year-End 2023 - 19 December 2023
  • Financial Quick Takes: Is Your Portfolio Underperforming … Compared to What? - 27 October 2023
  • Financial Quick Takes: The Wisdom of Crowds vs. Popular Delusions - 11 October 2023
  • Financial Quick Takes: Making Mistakes - 6 September 2023
  • A Balanced Look at Stock Buybacks Part 3: Risks Amidst the Rewards - 4 August 2023
  • A Balanced Look at Stock Buybacks Part 2: Sustaining Current and Future Value - 4 August 2023
  • A Balanced Look at Stock Buybacks Part 1: How Do Stock Buybacks Work? - 4 August 2023
  • What’s Wrong with Depending on Dividend Stocks? Part 2: Dividend Stocks vs. Total Return Investing - 29 June 2023
  • What’s Wrong with Depending on Dividend Stocks? Part 1: How Dividend Stocks Really Work - 29 June 2023
  • Unsung Money Mentors: Personal Financial Columnist Sylvia Porter - 15 June 2023
  • Who Is “the Media”? - 3 May 2023
  • Building Lifetime Wealth, 80/20 Style  - 17 March 2023
  • 6 Financial Action Items to Wrap-Up 2022 - 12 December 2022
  • Are You In a Bad Mood or Are We In a Recession? - 2 December 2022
  • Investing is Personal – Be Patient - 15 November 2022
  • Understanding Stocks: The Price You Pay Matters - 3 November 2022
  • Where do Stock Market Returns REALLY Come From? - 12 October 2022
  • Combat Recency Bias: Focus on the Basics - 7 October 2022
  • What Issues Should I Consider During a Recession or Market Correction? - 3 October 2022
  • Remembering Summers Past: Don’t Fall into Recency Bias - 19 September 2022
  • Market Timing: Are we predicting a happily-ever-after for 2022? - 10 September 2022
  • 7 Ways to Derail Your Investment Portfolio - 27 December 2020
  • Taxes, Trash, Toilets, and Tenants: Is Rental Property a Good Investment? - 23 June 2020
  • Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV - 23 June 2020
  • Roth Conversions and Rebalancing: Positive Steps to Take in the Coronavirus Market Decline - 29 March 2020
  • Market Timing – What if We Had a Crystal Ball? - 10 February 2020
  • Annuities: Are They a Good Move? - 2 February 2020
  • Is Your Investment Account Safe from Fraud and Cyber Thieves? - 25 January 2020
  • Should You Do It Yourself? Investments and Financial Planning - 9 November 2019
  • Inherited IRAs: Don’t Touch Without First Consulting a Professional - 17 October 2019
  • Are You Taking Too Much Risk with Your Bonds (Or Paying Too Much)? - 14 October 2019

Investment Fees

  • How Investment Fees and Expenses Work - 13 March 2016

Planning for Emergencies

  • Client Question: Should I Be Using a Health Savings Account? - 20 May 2025
  • Disruptive Forces: Thriving in a World that Won’t Sit Still - 17 March 2025
  • Money Scripts—Part 2: How to Manage the Script - 21 January 2025
  • Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and Spend - 21 January 2025
  • Financial Readiness: Preparing Yourself Before Disaster Strikes - 14 November 2024
  • Healing What Hurts: Can a Financial Therapist Help?  - 1 February 2023
  • 7 Ways to Derail Your Investment Portfolio - 27 December 2020
  • Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV - 23 June 2020

Real Estate as an Investment

  • Taxes, Trash, Toilets, and Tenants: Is Rental Property a Good Investment? - 23 June 2020

Retirement

  • Timeless Wisdom from Warren Buffett - 19 June 2025
  • Client Question: Should I Be Using a Health Savings Account? - 20 May 2025
  • Disruptive Forces: Thriving in a World that Won’t Sit Still - 17 March 2025
  • Should I Keep my Money in my 401(k) or Roll it Over to an IRA? - 25 February 2025
  • Counterintuitive Money Advice: Investing Against the Grain - 12 February 2025
  • Money Scripts—Part 2: How to Manage the Script - 21 January 2025
  • Money Scripts—Part 1: The Stories We Tell Ourselves in Order to Live, Save and Spend - 21 January 2025
  • Financial Quick Takes: Financial Goals, Your Tickets To Ride - 22 May 2024
  • Protecting Women’s Wealth - 23 April 2024
  • Unsung Money Mentors: Personal Financial Columnist Sylvia Porter - 15 June 2023
  • Is Social Security Going Bust? - 30 March 2023
  • Social Security Planning: A Balancing Act  - 16 January 2023
  • SECURE 2.0 Act: What You Need To Know - 5 January 2023
  • Retirement Planning in Houston: An Essential Guide - 28 July 2022
  • 7 Ways to Derail Your Investment Portfolio - 27 December 2020
  • Spending Money and Spending Time: Getting a Handle on Both for a Successful Retirement - 30 August 2020
  • Annuities: Are They a Good Move? - 2 February 2020
  • Inherited IRAs: Don’t Touch Without First Consulting a Professional - 17 October 2019
  • How to Determine Your RMD (Required Minimum Distribution) - 14 October 2019

Risk Management

  • Disruptive Forces: Thriving in a World that Won’t Sit Still - 17 March 2025
  • Counterintuitive Money Advice: Investing Against the Grain - 12 February 2025
  • Financial Readiness: Preparing Yourself Before Disaster Strikes - 14 November 2024
  • What Does It Take to Take on Risk? - 30 August 2024
  • 7 Ways to Derail Your Investment Portfolio - 27 December 2020

Small Business Owners

  • 7 Big Financial Mistakes to Avoid for Small Business Owners - 1 August 2022

Social Security

  • Is Social Security Going Bust? - 30 March 2023
  • Social Security Planning: A Balancing Act  - 16 January 2023

Taxes

  • Tax Considerations for 2024: What You Need to Know Before Filing - 17 February 2025
  • Bringing Order to Your Investment Universe Part 3: Optimizing Your Organized Investments - 19 March 2024
  • Bringing Order to Your Investment Universe Part 2: Transitions and Taxes - 19 March 2024
  • Financial Planning in Turbulent Times - 3 March 2023
  • Tax-Wise Investment Techniques - 24 February 2023
  • The Tools of the Tax-Planning Trade - 10 February 2023
  • What Issues Should I Consider During a Recession or Market Correction? - 3 October 2022
  • 6 Crucial Tax Strategies That Busy Professionals in Houston Should Consider - 30 July 2022
  • Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV - 23 June 2020
  • 7 Tax Planning Tips to Use Now While Taxes and Stocks are On Sale - 3 May 2020

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