June 18, 2024
Financial Fibbing – The Dangers of Financial Infidelity? Would you say it’s appropriate to cheat on your spouse? I certainly hope not since infidelity is the […]
April 2, 2024
Dental Bites: Thinking About Retirement? Then you need to ask yourself… How much money have I saved for my dental care? If you are planning to […]
April 1, 2024
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 but […]
March 1, 2024
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 done within […]
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, […]
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 […]
July 1, 2023
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 and […]
June 1, 2023
Wootton Financial: Will a Recession Rob Your Retirement? We all have no doubt heard the media pontificating about whether a recession will occur and if so, […]
