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What is ‘Necessary’ Debt and How Do You Plan for It?
Just about everyone incurs debt of some kind, at some point in their lives, regardless of their income and net worth, be it a mortgage,...
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Playing Catch Up: 6 Strategies When You Get a Late Start to Retirement Planning
If you’re a little late (or a lot late) in your retirement planning journey, don’t panic. There are things you can do to help make...
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How to Calculate Your Investment Performance Expectations: 10 Things to Consider
No one invests hoping to lose money. But what are your expectations for your financial investments? Are they reasonable? As an investment firm in San...
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Planning a San Antonio Retirement? 5 Considerations When Choosing Where to Retire
Go ahead: Daydream about retirement. Really start thinking about how you’ll spend your time. Envision where you want to live. If possible, even give this...
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Financial Advisor in San Antonio Breaks Down 5 Types of IRAs: Which is Right for You?
An Individual Retirement Account (IRA) can be a great way to save toward your retirement and take advantage of tax benefits. But did you know...
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How to Plan for Long-Term Care (For You and Your Parents)
For most people, planning ahead for their future long-term-care needs ranks right up there with thinking about pre-paying funeral expenses – it’s a task you...
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Time in the Market Vs. Timing the Market: Investment Firm in San Antonio Weighs In
“Time in the market” and “timing the market” may sound like basically the same thing, but they are completely different concepts! While one is a...
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How to Get In Sync With Your Money: Ask Yourself These 10 Questions
Financial discussions can be difficult – even when they’re with yourself! But they’re important, especially when blending your financial life with a partner. How do...
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5 RETIREMENT DECISIONS YOU CAN’T UNDO
You’ve probably heard the expression, “You can’t uncrack an egg.” It might be silly, but it’s true, if you think about it. And you can’t uncrack your...
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A 401(k)-to-Roth Conversion: When it Makes Sense, and When it Doesn’t
There are a couple of scenarios in which you might consider rolling your Traditional 401(k) account balance into a Roth Individual Retirement Account (IRA). In...
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What is a Monte Carlo Simulation and Why Do Financial Advisors Use It?
Wouldn’t it be nice if we could get stock tips and investment advice from Marty McFly? Unfortunately, the Back to the Future method of predicting...
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Retiring Before Your Spouse? 5 Issues to Discuss
There was a time once when it was common – expected, even – for a married couple to retire at the same time. But things...
