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Chris Wootton, CHFC

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AI Failed a Retirement Income Literacy Test; Would You?

AI Failed a Retirement Income Literacy Test; Would You? With the advent and continuing development of AI, there’s been a lot of talk and speculation...

Would you fail a basic Social Security quiz? Put your knowledge to the test.

Would you fail a basic Social Security quiz? Put your knowledge to the test. I came across a recent CNBC article that caught my attention...

The “Mega” Backdoor Roth 401(k) Conversion Explained

The “Mega” Backdoor Roth 401(k) Conversion Explained Many are familiar with Roth IRA conversions and the future tax benefits afforded by them if they’re...

Wootton Financial: Navigating Economic Declaration

Navigating Economic Declaration 2023 is in our rearview mirror and the economic landscape is poised for a shift. Anticipations for 2024 suggest a possible...

You’ve Heard of Bank Bailouts – What’s A Bank Bail-In?

You’ve Heard of Bank Bailouts – What’s A Bank Bail-In? Before we dive into this month’s article, I just want to wish you and your...

What are Your Biggest Financial Concerns?

What are Your Biggest Financial Concerns? In today’s ever-evolving and uncertain financial landscape, investors grapple with many factors that could significantly influence their financial futures....

No! Your Home is not an Asset

No! Your Home is not an Asset Despite what most people think, your home is not an asset, at least not until you sell it...

Preparing for Retirement has Changed – Have you?

Preparing for Retirement has Changed – Have you? It’s a hot summer in Texas right now. I mean, it’s real hot and the humidity...

Banks, Poor Cash Rates and an Alternate Solution

Banks, Poor Cash Rates and an Alternate Solution While many of the people we see are younger and wanting to get an informed head...

Thou Shalt Know Thy Advisor – Fiduciary, Non-Fiduciary or Hybrid?

Thou Shalt Know Thy Advisor – Fiduciary, Non-Fiduciary or Hybrid? The unspoken first commandment of financial planning should be knowing what kind of advisory firm...

AI Failed a Retirement Income Literacy Test; Would You?

AI Failed a Retirement Income Literacy Test; Would You? With the advent and continuing development of AI, there’s been a lot of talk and speculation...

Would you fail a basic Social Security quiz? Put your knowledge to the test.

Would you fail a basic Social Security quiz? Put your knowledge to the test. I came across a recent CNBC article that caught my attention...

The “Mega” Backdoor Roth 401(k) Conversion Explained

The “Mega” Backdoor Roth 401(k) Conversion Explained Many are familiar with Roth IRA conversions and the future tax benefits afforded by them if they’re...

Wootton Financial: Navigating Economic Declaration

Navigating Economic Declaration 2023 is in our rearview mirror and the economic landscape is poised for a shift. Anticipations for 2024 suggest a possible...

You’ve Heard of Bank Bailouts – What’s A Bank Bail-In?

You’ve Heard of Bank Bailouts – What’s A Bank Bail-In? Before we dive into this month’s article, I just want to wish you and your...

What are Your Biggest Financial Concerns?

What are Your Biggest Financial Concerns? In today’s ever-evolving and uncertain financial landscape, investors grapple with many factors that could significantly influence their financial futures....

No! Your Home is not an Asset

No! Your Home is not an Asset Despite what most people think, your home is not an asset, at least not until you sell it...

Preparing for Retirement has Changed – Have you?

Preparing for Retirement has Changed – Have you? It’s a hot summer in Texas right now. I mean, it’s real hot and the humidity...

Banks, Poor Cash Rates and an Alternate Solution

Banks, Poor Cash Rates and an Alternate Solution While many of the people we see are younger and wanting to get an informed head...

Thou Shalt Know Thy Advisor – Fiduciary, Non-Fiduciary or Hybrid?

Thou Shalt Know Thy Advisor – Fiduciary, Non-Fiduciary or Hybrid? The unspoken first commandment of financial planning should be knowing what kind of advisory firm...

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