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Two Things All Investors Should Do: Rethink ‘Market Crash’ and Take an Investment Risk Assessment
When building an investment portfolio, a true investment risk assessment is a crucial step. How you watch the market and react to volatility is also...
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What All Investors Should Do: Rethink ‘Market Crash’
When building an investment portfolio, a true investment risk assessment is a crucial step. How you watch the market and react to volatility is also...
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How to Spend – Tips from Your Financial Life Advisors San Antonio
I hate to admit it, but I do like to buy stuff. I can always find a reason to buy new sneakers, new music, technology,...
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10 Questions You Should Ask Yourself Before Making a Financial Decision, Especially As We Age
The last time I saw a client of mine (we’ll call him “Jim”), was 12 months ago, and he was sharp as a tack. A...
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My Child is About to Go to College! Parents: Planning Isn’t Just Financial Services
As another school year approaches, I recall a frantic email I received from an existing client. He asked me for help in rewriting a letter to...
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Financial Planning for Parents Should Include Saving for Education
You have a $250,000 investment and no one told you! (Well, that’s if you have a child.) I’m a financial planner with four children. I...
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5 Steps to Help Ensure You Won’t Outlive Your Income
How can you be confident that you will not outlive your income? Here’s how: First, you must know that you have three primary objectives when...
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Retirement Planning San Antonio: Video Conferencing Can Make It Easier
There is no question, communication with your financial advisor is crucial. Meeting on a regular basis is important to stay abreast of what is going...
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5 Reasons Why You Should Retire Now
About 10,000 Baby Boomers retire every day. Are you one of them? For those who follow my posts and have heard me speak, you know...
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‘Just in Case’ Preparation – Estate Planning for You and Your Family Members
Death is not a fun topic to discuss, especially with loved ones who “don’t want to think about that right now.” But it’s a conversation...
