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retirement

Timeless Wisdom from Warren Buffett

June 19, 2025

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

Categories: Investing, Retirement Tags: Financial Planning, investing, Investments, retirement

Client Question: Should I Be Using a Health Savings Account?

May 20, 2025

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

Categories: Investing, Planning for Emergencies, Retirement Tags: insurance, investing, retirement, tax planning

Disruptive Forces: Thriving in a World that Won’t Sit Still

March 17, 2025

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

Categories: Investing, Planning for Emergencies, Retirement, Risk Management Tags: Financial Planning, investing, Market Decline, recession, retirement, spending in retirement

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

February 25, 2025

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

Who Is “the Media”?

May 3, 2023

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

Categories: Investing Tags: Investments, retirement

Is Social Security Going Bust?

March 30, 2023

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

Categories: Retirement, Social Security Tags: retirement, social security

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

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

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