Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, January 24, 2018

The first month of 2018 is behind us but it is not too late to take stock of various aspects of our lives. One of the primary areas that is commonly reviewed each year is personal finance. If you are thinking about retiring within the...

 

Thursday, January 18, 2018

Did you hear about the people that are mortgaging their home to invest in Bitcoin? It seems that as more and more people become interested in Bitcoin, that more people are thinking about adding it to their portfolio. With the recent...

 

Thursday, January 11, 2018

Most adults who are approaching retirement or who have reached this stage in their lives are aware that income is a major factor that mortgage underwriters focus on when applying for a home loan. The primary source of income that...

 

Wednesday, January 3, 2018

When a person thinks of retirement, they can have a thousand things running through their mind. They are sometimes met with a mix of emotions about the situation that they are going to be in. On one hand, retiring means that you get to...

 

Sunday, December 31, 2017

As we enter a new year, it is a good idea to consider the resolutions you might be planning. You might want to do things like exercise more often or drink more water. However, you ought to also consider saving for retirement and...

 

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Friday, December 22, 2017

The start of a new year can have you thinking about your health. Joining a gym can be a goal for some as we head into 2018 but if you are planning for retirement, there is another side of health that needs to be considered; medical...

 

Tuesday, December 12, 2017

The holiday season may be the most wonderful time of the year, but it's also when there are the most holiday scams. For many some consumers, it can be easy to fall victim to various scams as they attempt to shop for gifts. When you...

 

Wednesday, December 6, 2017

Retirement planning today can ensure you have the funds to live comfortably in retirement without worrying about going back to work. IRAs, HSAs, 401(k)s, and other accounts allow you to multiply your savings with unique tax benefits...

 

Monday, November 27, 2017

The weather is getting cooler as 2017 is drawing near. We can all feel it. If you're like many older Americans on a fixed income, you like to do a little planning ahead. If you're wondering how large your Social Security check will be...

 

Wednesday, November 22, 2017

If you are like many people, you may easily spend hundreds of dollars or more on holiday gifts and related holiday purchases each year. Some sources indicate that consumers may spend more money over the holiday season this year than...

 

Saturday, November 18, 2017

The United States Armed forces will unveil its new retirement planning system January 1, 2018. The new Blended Retirement System, or BRS for short, has so far drawn mixed reviews from those that understand it and puzzled looks by the...

 

Monday, November 6, 2017

Each fall, the Internal Revenue Service announces adjustments to individual taxes, deductions and credits. The IRS issued these inflation adjustments for 2018 on October 19, 2017. Inflationary pressure remained modest during 2017. As a...

 

Tuesday, October 24, 2017

Medicare Open Enrollment is your chance to reevaluate your coverage and change plans. It is also called the annual coordinated election period or the annual election period and you can change your coverage whether it is an Advantage...

 

Friday, October 13, 2017

Your 50th birthday is a big milestone in your life, and once you’re past it, you should think about ramping up your retirement planning. Hopefully you’ve been hitting your goals every year. But no matter what your financial...

 

Friday, October 6, 2017

After circling and re-circling the healthcare wagon, President Trump's administration now shifts its attention to tax reform. A level of skepticism seems to shroud every major piece of legislation that "Number 45" has put forward so...

 

Tuesday, September 26, 2017

If you decide to retire in a foreign country outside the US or if you would like to spend most of your time traveling overseas, you will not take your Medicare plan with you. So if you are a retiree and your wish is to live outside...

 

Saturday, September 16, 2017

September is Life Insurance Awareness Month! Unfortunately, life insurance myths can be some of the most persistent misleading misinformation affecting people planning retirement. These findings can commonly lack adequate research to...

 

Saturday, September 16, 2017

September is Life Insurance Awareness Month! Unfortunately, life insurance myths can be some of the most persistent misleading misinformation affecting people planning retirement. These findings can commonly lack adequate research to...

 

Tuesday, September 12, 2017

Many people in Houston and in the surrounding area were hit hard by hurricane Harvey. They have suffered major losses. Hurricane Irma is likely to have long term effects on the U.S. now as well. The entire country will suffer major...

 

Friday, August 25, 2017

Wills and trusts are both invaluable estate planning documents but they serve very different functions and are used at different times. Used in combination, they can help provide a comprehensive estate plan and both should be addressed...

 

Friday, August 18, 2017

Retiring is the goal of every worker who dreams of leisurely breakfasts and time in the garden. However, getting to retirement takes some financial effort and strategic planning. The reality of having no job means that you're on your...

 

Friday, August 11, 2017

Retirement Investing And Risk Tolerance Investing for retirement is the ultimate display of human patience and ability to overcome natural human instincts. This is because it is difficult for people to overcome their desire for instant...

 

Saturday, August 5, 2017

Retirement is not the end of your life. In fact, for many, it's the beginning of one of life's most exciting chapters. There is a choice one must make, though, between sitting around and letting life go by and embracing the life that...

 

Friday, July 28, 2017

Your adult children need all the support and encouragement they can get from you when it comes to money. Many people today require the advice of not just a professional money manager but individuals who have been through life and have...