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retirement

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: investing, 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

Market Timing – What if We Had a Crystal Ball?

February 10, 2020

What would happen if we could actually time the market and know ahead of time when the lowest point would be to invest?   That’s the question that market analyst Nick… Read More

Categories: Investing Tags: Dollar Cost Averaging, Investments, market timing, retirement

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

December 29, 2019

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

Disability and Life Insurance for Your Adult Children – How Does That Affect Your Retirement?

November 25, 2019

You’ve done a good job of saving money over the years by watching your budget, living within your means, investing your money carefully, and putting in place risk management strategies… Read More

Categories: Insurance Tags: adult children, disability, life insurance, retirement

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