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Financial Planning

7 Big Financial Mistakes to Avoid for Small Business Owners

August 1, 2022

female small business owner

Having a marketable idea or set of skills is essential to owning a successful and prosperous business.  However, it’s just not enough to ensure good financial health.  Like anything else… Read More

Categories: Small Business Owners Tags: Financial Planning, retirement

6 Crucial Tax Strategies That Busy Professionals in Houston Should Consider

July 30, 2022

Leadership and teamwork concept

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

Categories: Taxes Tags: Financial Planning, tax planning

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

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 You Do It Yourself? Investments and Financial Planning

November 9, 2019

Smart people shouldn’t need to hire a financial planner or professional investment manager, right? After all, smart people can read and research to inform themselves and therefore they can take… Read More

Categories: Investing Tags: Do it Yourself Investments, Financial Planning, Investments

It Doesn’t Go On Sale: Don’t Wait Until You’re Older for Long Term Care Coverage

October 28, 2019

“I cannot wait to pay the premiums for my homeowner’s, car, and long term care insurance policies,” said NOBODY ever. Insurance is one of those “necessary evils,” that we spend… Read More

Categories: Insurance Tags: Financial Planning, insurance, long term care insurance, retirement

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

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