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STA In The News

Investors.com
Advisors Enlist Experts To Help Clients Fill Their Insurance Gaps

While many advisors are not licensed to sell insurance, they may still counsel their clients on how to obtain the right coverages to fit their needs. The process usually involves a thorough review of an individual’s current insurance in force. From there, the spotlight shifts to updating policies to reflect changing circumstances and addressing any remaining risky exposures.

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PolicyGenius.com
How to build passive income without wasting your time

The idea of passive income — earning money without having to work for it — sounds ideal. If you’re saving up for a specific goal, like buying a home, or just want more security in retirement, passive income is a great way to increase your wealth.

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Investopedia
Retirement: What Happens If a Spouse Dies?

When thinking about retirement funds, you’re probably most worried about having enough money to live comfortably. What people often forget to plan for—quite understandably—is their eventual passing. For the sake of your spouse or other family members, make sure things are set up correctly. It’s not enough to just make the money; you have to protect it as well—and ensure it gets into the right hands after your death.

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RIA Intel
Are Mutual Funds Doomed?

Though ETFs have more to recommend and are growing at a faster clip, mutual funds can still play a valuable role for advisors.

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Life Annuity Specialist
How the Wide-Ranging Secure Act Inadvertently Helped Life Insurers

The Secure Act may give the life insurance industry a shot in the arm – and this has nothing to do with the provisions on workplace sales of annuities. Buried in the law is a requirement that when someone dies, a non-spousal beneficiary of the individual retirement account, or IRA, must withdraw the balance within 10 years instead of over a lifetime. Stretching those payments from the IRA over a lifetime is known as a “Stretch IRA.”

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Fox 26 Houston
What you need to know about using your flexible spending account before the end of the year

On Fox 26 Houston:  If you have a flexible spending account, time is running out to use up the balance. That’s why we brought in financial planner Scott Bishop. He explains what we need to know.

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Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800  

Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303

Email

Info@stawealth.com

For directions to our Houston office, click here.