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Posts
401(k) plan rollover to IRA
- Should I Keep my Money in the 401(k) or Roll it Over to an IRA? - 29 December 2019
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
estate planning
- 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
Investing
- 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
- 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
Retirement
- 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
- Should I Keep my Money in the 401(k) or Roll it Over to an IRA? - 29 December 2019
- 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
- 7 Ways to Derail Your Investment Portfolio - 27 December 2020
Taxes
- 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
