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Capital Gains- The Tricky Tax Trap with Risky Implications

Clear Direction for Your Retirement: Capital Gains- The Tricky Tax Trap with Risky Implications Working with a firm that’s been in existence for over 30 years...

Navigating Inflation- Cash VS Staying Invested as a Hedge?

Clear Direction for Your Retirement: Navigating Inflation- Cash VS Staying Invested as a Hedge? As we sweat out the summer months in the Houston area...

The Secure Act RMD Rules for Beneficiaries- Are You Ready?

Clear Direction for Your Retirement: The Secure Act RMD Rules for Beneficiaries- Are You Ready? There’s not much argument that most financial advisory offices focus on...

Investment Predictions- Should You Trust the Gurus?

Clear Direction for Your Retirement: Investment Predictions- Should You Trust the Gurus? Owning a firm that does comprehensive retirement planning and wealth management for our...

Will Social Security Be There?

Clear Direction for Your Retirement: Will Social Security Be There? I hope your Fall season has been a great one thus far and that you didn’t...

Are You Ready For A Recession?

Clear Direction for Your Retirement: Are You Ready For A Recession? Summer is upon us my dear reader so get your beach bod ready and tanning...

The Benefits of 401K Plans in 2023

Clear Direction for Your Retirement: The Benefits of 401K Plans in 2023 As we enter 2023, it’s important to consider the continued usefulness of 401k...

The 30 Day Challenge: 5 Steps to Kick Financial Complacency

Clear Direction for Your Retirement: The 30 Day Challenge: 5 Steps to Kick Financial Complacency I hope your New Year is off to a great...

The Social Security Tax Trap

Clear Direction for Your Retirement: The Social Security Tax Trap I hope you all had a great Thanksgiving (despite the price increase of just about...

Annuities: The Good, The Bad & The Ugly Part 2

Clear Direction for Your Retirement: Annuities: The Good, The Bad & The Ugly Part 2 In this series, we’re looking at the Good, the Bad and...

Capital Gains- The Tricky Tax Trap with Risky Implications

Clear Direction for Your Retirement: Capital Gains- The Tricky Tax Trap with Risky Implications Working with a firm that’s been in existence for over 30 years...

Navigating Inflation- Cash VS Staying Invested as a Hedge?

Clear Direction for Your Retirement: Navigating Inflation- Cash VS Staying Invested as a Hedge? As we sweat out the summer months in the Houston area...

The Secure Act RMD Rules for Beneficiaries- Are You Ready?

Clear Direction for Your Retirement: The Secure Act RMD Rules for Beneficiaries- Are You Ready? There’s not much argument that most financial advisory offices focus on...

Investment Predictions- Should You Trust the Gurus?

Clear Direction for Your Retirement: Investment Predictions- Should You Trust the Gurus? Owning a firm that does comprehensive retirement planning and wealth management for our...

Will Social Security Be There?

Clear Direction for Your Retirement: Will Social Security Be There? I hope your Fall season has been a great one thus far and that you didn’t...

Are You Ready For A Recession?

Clear Direction for Your Retirement: Are You Ready For A Recession? Summer is upon us my dear reader so get your beach bod ready and tanning...

The Benefits of 401K Plans in 2023

Clear Direction for Your Retirement: The Benefits of 401K Plans in 2023 As we enter 2023, it’s important to consider the continued usefulness of 401k...

The 30 Day Challenge: 5 Steps to Kick Financial Complacency

Clear Direction for Your Retirement: The 30 Day Challenge: 5 Steps to Kick Financial Complacency I hope your New Year is off to a great...

The Social Security Tax Trap

Clear Direction for Your Retirement: The Social Security Tax Trap I hope you all had a great Thanksgiving (despite the price increase of just about...

Annuities: The Good, The Bad & The Ugly Part 2

Clear Direction for Your Retirement: Annuities: The Good, The Bad & The Ugly Part 2 In this series, we’re looking at the Good, the Bad and...

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