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Articles

Retirement Planning – What’s Your Hurdle Rate
In over 18 years in the financial services industry, I continually see biases and mistakes that people make in their financial planning (or lack of planning). These biases can lead to less than optimal investment decisions (in many cases buying on greed and selling on fear – typically at the worst times). When coupled with […]
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Should You File Early For Social Security
Per the Nationwide Financial survey released last Wednesday (June 4th), 38% of retirees who claimed Social Security benefits before full retirement age now regret their decision and wish they had waited as it would have resulted in a larger monthly payment that many Baby Boomers need. This is even more important today with both costs […]
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Taking 529 Plan Withdrawals
Now that we are in the spring, many parents are getting ready to send their high school seniors off to college for the first time.  Because of this, I am getting a lot of calls from clients on how to best take withdrawals out of their 529 Plans to pay for college expenses.  First off, […]
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Dealing With The New ObamaCare 3.8% Tax
As most people are at least worrying about how much longer they can procrastinate thinking about their 2013 Tax Return (Tuesday April 15th), American taxpayers have just 11 more days to either file or extend. Many of you reading this newsletter also have to deal with many new taxes related to the American Taxpayer Relief […]
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3 Things Most Financial Planners Do Wrong
Three Things That Most Financial Planners do Wrong! Usually when I talk with reporters they ask me my thoughts or ideas on planning topics. Last week, I got a very different question that really made me think. The reporter asked “What are the three things that most financial planners do wrong”? That reporter knows that I […]
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New Ruling On 60-Day Rollovers Could Cost You
Have you considered, or have, taken an IRA 60-Day Rollover? If case you are not familiar, this is a process that allows an individual to take money out of their individual retirement account, without taxes or penalty, as long as the money is replaced back into a tax-deferred account within a 60-day period. However, if […]
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Houston, TX 77024

Phone:

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Sugar Land, TX 77478

Phone:

281.652.5303

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For directions to our Houston office, click here.