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Dental Bites: Thinking About Retirement? Then you need to ask yourself…

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...

The “Mega” Backdoor Roth 401(k) Conversion Explained

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...

Wootton Financial: Navigating Economic Declaration

Navigating Economic Declaration 2023 is in our rearview mirror and the economic landscape is poised for a shift. Anticipations for 2024 suggest a possible...

VA News: Attention Military Retirees!!! Survivor Benefit Plan (SBP) Open Season

VA News: Attention Military Retirees!!! Survivor Benefit Plan (SBP) Open Season Congress provided for a Survivor Benefit Plan (SBP) Open Season in the 2023 National...

You’ve Heard of Bank Bailouts – What’s A Bank Bail-In?

You’ve Heard of Bank Bailouts – What’s A Bank Bail-In? Before we dive into this month’s article, I just want to wish you and your...

Basic Estate Planning

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?

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

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...

Preparing for Retirement has Changed – Have you?

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...

Banks, Poor Cash Rates and an Alternate Solution

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

Dental Bites: Thinking About Retirement? Then you need to ask yourself…

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...

The “Mega” Backdoor Roth 401(k) Conversion Explained

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...

Wootton Financial: Navigating Economic Declaration

Navigating Economic Declaration 2023 is in our rearview mirror and the economic landscape is poised for a shift. Anticipations for 2024 suggest a possible...

VA News: Attention Military Retirees!!! Survivor Benefit Plan (SBP) Open Season

VA News: Attention Military Retirees!!! Survivor Benefit Plan (SBP) Open Season Congress provided for a Survivor Benefit Plan (SBP) Open Season in the 2023 National...

You’ve Heard of Bank Bailouts – What’s A Bank Bail-In?

You’ve Heard of Bank Bailouts – What’s A Bank Bail-In? Before we dive into this month’s article, I just want to wish you and your...

Basic Estate Planning

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?

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

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...

Preparing for Retirement has Changed – Have you?

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...

Banks, Poor Cash Rates and an Alternate Solution

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

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