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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...
Health
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...
Career
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...
Finances
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...
Career
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...
Finances
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...
Finances
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...
Business
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....
Finances
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...
Finances
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...
Career
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...
