#retirement

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? Before we dive into this month’s article, I just want to wish you and your...

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? 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 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? 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 While many of the people we see are younger and wanting to get an informed head...

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...

Wootton Financial: Will a Recession Rob Your Retirement? We all have no doubt heard the media pontificating about whether a recession will occur and...

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...