#retirement

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...

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...

The 30-Day Challenge: 5 Steps to Kick Financial Complacency The New Year is here! Have you done any goal setting for this year? How about...

Clear Direction for Your Retirement: Annuities: The Good, The Bad, & The Ugly Part 3 In this series, we’re looking at the Good, the Bad...

Clear Direction for Your Retirement: Annuities: The Good, The Bad, & The Ugly Part 1 Sometimes in life, we make decisions with the very best of...

Clear Direction for Your Retirement: Capital Gains- The Tricky Tax Trap with Risky Implications Working with a firm that’s been in existence for over 30 years...

Clear Direction for Your Retirement: Navigating Inflation- Cash VS Staying Invested as a Hedge? As we sweat out the summer months in the Houston area...