Category: Financial Planning
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Children of Aging Parents: 4 Financial Questions You Need to Ask
For a lot of families, talking about your parents’ financial situation can be awkward, but if you’re the children of aging parents, it’s a conversation...
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How to Structure Your Day in Retirement … And What It Takes to Get There
Everyone’s idea of retirement is different – some dream of traveling, some want to stay home and spend time with grandchildren and some actually can’t...
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Planned Financial Services for the Sandwich Generation
Many people doing their best to prosper financially in today’s ever-evolving economy are faced with yet another challenge – helping care for both their children...
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5 Things to do Before You Retire: Retirement Planning San Antonio
As a financial advisor, I’ve helped facilitate hundreds of retirements, and I can honestly say that none of them are the same. Each person enters...
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What To Do Before You Retire: Step 1, Notify HR
The time has come and you’re ready to retire after a long career with the same company – congratulations! But wait, there’s one more thing...
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5 Habits to Increase Your Net Worth
According to the Federal Reserve, the net worth of households and non-profits rose to $86.8 trillion during the fourth quarter of 2015. Did your net...
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Chances of Getting Social Security
“More young people believe they’ll see a U.F.O. than that they’ll see their own Social Security Benefits.” – Mitch McConnell When our company is preparing...
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Bitcoin is an Investment That Lacks Evidence and a Track Record
The news lately has been full of stories about the rapid rise and precipitous fall of the cryptocurrency bitcoin. However, even after falling from a...
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5 Considerations Before You Convert Your IRA to a Roth IRA
Some people get a dormitory named after them. Others get a park. Some get a street. Regardless, getting something named after you is an honor;...
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How to Invest Smartly: 5 Ways To Avoid Investment Deceit
In a study performed by behavioral finance expert Richard Thaler, two groups were given hypothetical portfolios. One group received performance feedback monthly, while the other...
