Finances

Basic Estate Planning As the holiday season nears every year, and families begin to gather, I get one question more than any other – “Do...

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 Despite what most people think, your home is not an asset, at least not until you sell it...

VA News: FAA Investigates Health Records of Military Veterans for Flight Fitness The FAA is currently cross-checking former military pilots’ medical certification with the disability-benefits...

Legal: The Myth of the “Slam Dunk Case” My office receives a multitude of phone calls each and every week from prospective clients with a...

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...

Legal: Injuries at School – Who is Responsible? As the school year begins, many parents have concerns about the safety of their student while being...

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

Legal: A Slip and Fall and Proving Fault In my practice, a common call from a potential client involves them being injured on property owned...

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...