We’ve all heard the phrase, “don’t put all your eggs in one basket.” Though it’s become fairly cliche, the truth of it remains important, especially when it comes to your finances. Diversifying your portfolio can significantly help you to maximize returns and avoid financial losses (Investopedia). Though investment portfolio management
Worried about retirement planning? You’re certainly not alone. In fact, more than 70% of Americans wonder if they’ll have enough money saved by their retirement age. Even those who contribute to a 401k plan or Roth IRA, may still worry if they’re doing enough to secure a healthy nest egg.
Bills. Estate Planning. Taxes. Getting ahold of your finances can sometimes seem overwhelming. With so many different factors (not to mention ever-changing economical aspects) you need someone on your side. Someone who understands your individual financial needs. Someone you can offer sound guidance when it comes to your assets. If
There’s a lot to love about living in Houston: the food, the arts, the weather. But as you’re enjoying your day-to-day life, how often are you thinking about your finances? How prepared are you for retirement? Are you investing your earnings wisely? If you need help getting a grip on
The statistics on longevity show that people are living longer and will likely need long-term care (LTC) at some point in their lives. The unknowns each of us faces are how many years we will need LTC and what it will cost. With the cost of LTC increasing year over
Before the end of the year, it’s essential to review your finances. By doing so now, you can make the most of reviewing this year’s progress toward your financial goals and plan for next year to help position yourself for a financially strong future. Here are some tips to help
On November 27th, consider “shopping small” to support small businesses as you purchase holiday gifts this Small Business Saturday. The World Trade Organization reports that small and medium-sized businesses represent over 90% of the business population, 60% to 70% of employment, and 55% of GDP in developed economies. When you
As we’ve discussed before, annuities can be fantastic resources for retirement. Many individuals and couples opt to use them in place of other retirement saving accounts in order to better budget their retirement funds. This can be an extremely effective way to finance during the later stages of life. Annuities
Medicare Open Enrollment beings on October 15th, 2021. There are new changes to Medicare for 2022 that may impact your coverage and services in addition to regular Medicare coverage for Americans who are ages 65 and older, and younger people with disabilities. First, let’s review Medicare and what’s new for
An experienced financial professional can help guide you through the financial planning process by providing advice in several areas of your financial life. Financial planning involves multiple areas of finance, such as budgeting, debt management, savings, retirement planning, insurance, and estate planning. In addition, financial planning may include holistic planning,
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