February 1, 2024
Navigating Economic Declaration 2023 is in our rearview mirror and the economic landscape is poised for a shift. Anticipations for 2024 suggest a possible deceleration in […]
September 1, 2023
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 doesn’t help. […]
August 1, 2023
Banks, Poor Cash Rates and an Alternate Solution While many of the people we see are younger and wanting to get an informed head start in […]
November 3, 2022
Clear Direction for Your Retirement: Annuities: The Good, The Bad, & The Ugly Part 1 Sometimes in life, we make decisions with the very best of […]
August 2, 2022
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 there’s […]
July 3, 2022
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 […]
December 2, 2021
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 everything). […]
November 3, 2021
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 […]
August 2, 2021
Why You Need a Retirement Income Analysis Part 1 When your parents retired, they probably counted on substantial outside income to fund their golden years, including […]
