November 1, 2023
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. Sometimes, […]
October 1, 2023
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 assuming […]
May 1, 2023
U.S. Economic Risks, Are You Prepared? I don’t think you need to be a Nobel Prize winning economist to figure out that our country has some […]
January 3, 2023
Clear Direction for Your Retirement: Annuities: The Good, The Bad, & The Ugly Part 4 In this series, we’re looking at the Good, the Bad and […]
December 2, 2022
Clear Direction for Your Retirement: Annuities: The Good, The Bad, & The Ugly Part 3 In this series, we’re looking at the Good, the Bad and […]
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 […]
September 3, 2022
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 […]
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 […]
