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Tips for Estate Planning in Texas by Age
Estate planning is neither just for the wealthy nor those nearing retirement. Planning your estate is something that everyone needs to do, and it’s highly...
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Managing the Sequence-of-Returns Risk
Imagine the day you retire. You’ve been working and investing for years leading up to this point. Not just money, but also countless hours went...
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Thinking Outside Normal Investments
Investing is simple. You acquire assets to profit from their increase in value. Yet, so many people overcomplicate it, and change their strategy whenever they...
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Top 5 Texas Estate Planning Questions Answered
When it comes to estate planning, there are a lot of questions that people have. What is the process? What happens if I don’t have...
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10 Money things to look for in 2023
The holidays are over, and 2023 is already in full swing. This means two things: Even though 2022 is over, it’s still impacting our plans...
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Can Your Texas Financial Advisor Help With Estate Planning?
While an estate planning attorney is certainly an integral part in planning out your estate, your financial advisor can also play a key role in...
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How do retirement distributions work?
When it comes to retiring, how to invest your money is always in focus. Since there is so much to think about with diversification and...
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Should you Combine Estate and Financial Planning?
Budgeting, saving, and investing are all integral parts of a good financial plan. However, all good plans involve diligent estate planning. Estate planning provides peace...
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Are people giving up on traditional health insurance?
Healthcare may be the most dreaded topic in regards to retirement. Since the traditional healthcare system seems so complicated, most people lose track of how...
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Top 10 money-headlines in 2022
2022 has been an eventful year. And unfortunately, some happenings had bad effects on our economy. Russia invading Ukraine made our problems with inflation even...
