On July 4th, a massive new tax bill quietly passed, stretching nearly 900 pages. While few people will read it cover to cover, the changes inside could affect retirees, families,… Read More
What You Need to Know About The One Big Beautiful Bill
retirement
The Power of Purpose in Retirement
If you’re lucky, summer has been a chance to unwind, catch up on beach reads and spend quality time with family and friends before the familiar rhythm of fall resumes…. Read More
Timeless Wisdom from Warren Buffett
In May, legendary investor Warren Buffett announced he will retire as CEO of Berkshire Hathaway at the age of 95. Sixty years ago, Buffett took over Berkshire Hathaway, a struggling… Read More
Client Question: Should I Be Using a Health Savings Account?
Choosing a health care plan at work can be a bit of a headache—charts comparing premiums, copays and deductibles isn’t exactly light reading. One option you might have encountered in… Read More
Disruptive Forces: Thriving in a World that Won’t Sit Still
On Tuesday, March 4, 2025, the Trump Administration imposed sweeping tariffs against the country’s three biggest trading partners: 25% tariffs on imported goods from Canada and Mexico and 20% tariffs… Read More
Should I Keep my Money in my 401(k) or Roll it Over to an IRA?
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
Who Is “the Media”?
In past conversations with you, we’ve been known to take aim at the media. That’s because bad things tend to happen to your personal wealth if you read, watch, or… Read More
Is Social Security Going Bust?
In planning for retirement, one topic is often top of mind: What if Social Security goes bust? As we covered in a related post, Social Security Planning: A Balancing Act,… Read More
7 Big Financial Mistakes to Avoid for Small Business Owners
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
Retirement Planning in Houston: An Essential Guide
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
