November 1, 2023
Basic Estate Planning As the holiday season nears every year, and families begin to gather, I get one question more than any other – “Do I […]
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 […]
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, […]
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 […]
