Category: retirement
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A Retirement Dress Rehearsal: 4 Parts You’ll Want to Test Drive
You may be thinking, “A dress rehearsal? For retirement? What’s there to practice or try out?” Unfortunately, many retirees think this way, but when they...
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Is it Expensive to Live in San Antonio Texas? How Long will Your Retirement Funds Last?
If you’ve saved $1 million for retirement, you should be set, right? Not necessarily. Even to high net worth individuals, $1 million may seem like...
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Long-Term Care Vs. Life Insurance: Financial Advisors in San Antonio, Texas Explain
As financial advisors in San Antonio, Texas who specialize in insurance planning, we see a lot of confusion when it comes to long-term-care insurance and...
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Retiring in Texas? Determine Your Retirement Personality and What It Means Financially
Is San Antonio, Texas a good place to retire? If so, where should I retire in Texas? These are two questions we hear a lot...
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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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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...
