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STA In The News

USA Today
Being Paid To Quit? Tread Carefully On Buyout Offers

Your company is offering an early retirement package, and your first inclination might be to go for it. But there’s a lot to think about. “Make sure that the severance package will be enough for you to make the transition to the next phase of your life,” says Scott Bishop, director of financial planning at STA Wealth Management in Houston. For Baby Boomers in particular, who may decide not to work again, “whether or not you accept the terms of your severance plan … may be the most important decision you make in your lifetime.” If you are unable to follow the link, please click here for a PDF Version, or here as well.

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Wealth Management
When Retirement Comes Early

Scott Bishop is a financial planner in Houston, a city that has seen thousands of job layoffs this year in the wake of the collapse in oil prices. Many of the job cuts have hit executives at the big Houston-based oilfield services companies, so Bishop has seen his share of clients facing the prospect of an early—and unplanned—retirement. If you are unable to follow the link, please click here for a PDF Version. 

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Morning Star
6 Questions to Ask Before Relocating in Retirement

There’s more to relocating in retirement than picking a warm spot and enjoying the future days of leisure. Before making your decision, you’ll need to take into account all aspects of your financial life, ranging from your monthly income to your estate plan. There are myriad questions to ask before relocating in retirement; how you answer them is the key to a successful relocation. If you are unable to follow the link, please click here for a PDF Version.

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Houston Chronicle
Some Skilled Workers becoming Consultants After Layoffs

There are few things more dismaying than the long walk carrying a box to the parking lot after getting laid off. Severance packages and platitudes do little to reassure someone of their value after an employer sends him or her home. There are always nagging questions: Why me? What will I do now? What will happen to my finances? My retirement plans? If you are unable to follow the link, please click here for a PDF Version

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Houston Chronicle
Employers to be More Accountable for 401(k) Plans

A recent Supreme Court ruling will expand the rights of employees to sue over their 401(k) plans and increase pressure on employers to be vigilant in monitoring their retirement plans’ offerings, experts said. This week’s ruling in Tibble v. Edison International emphasized that overseeing a retirement plan includes a continuing duty to monitor investments and remove options that aren’t prudent and in the plan’s best interest. If you are unable to follow the link, please click here for a PDF Version

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Investopedia
Top 10 Mistakes To Avoid On Your Roth IRA

You may think the only thing you have to know about a Roth IRA is that your contributions are limited to $5,500, if you are under the age of 50, and $6,500 if you are 50 or over. It’s a lot more complicated than that. If you are unable to follow the link, please click here for a PDF Version.

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Contact STA

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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


Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380

Phone:

281.822.8800


Email

Info@stawealth.com

For directions to our Houston office, click here.