10/25/2021
Retirees and those retiring soon are facing what could be years of slow growth and volatile markets. Not to mention potential tax law changes. Not sure your retirement income is stable enough to protect your lifestyle? I’m offering a FREE Retirement Income Diagnostic to assess income streams and determine whether changes are needed.
Get a FREE Retirement Income Diagnostic
Worried about market losses? Here's what to do
10/20/2021
Close to retiring (or recently retired) in Texas? Inflation, low interest rates, and economic uncertainty present Retirement uncertainty is high. Decisions like when and how to retire, when to claim Social Security, and how you plan to create a work-free life will define your retirement. This FREE checklist highlights the 3 pillars of successful retirements. Read it for free now!
FREE Checklist: 3 Pillars of Successful Retirement Plans
If you're hoping to retire within the next 5 years…
10/18/2021
Friends in Texas, retirement income is a tricky beast. We need growth to fund long lifetimes and stability to guard against downturns, recessions, and volatility. Not sure your retirement income has the “airbag” it needs? I’m offering a FREE Retirement Income Diagnostic to assess income streams and determine whether changes are needed.
Is Your Retirement "Paycheck" Cushioned?
Find out if you're at risk from market losses
10/15/2021
Facing a major financial decision? Turn overwhelm into clarity with a simple 1-page tool that shows an entire financial life in one place.
Your 1-Page Financial "GPS" [FREE Guide]
How to easily navigate your next big financial decision
10/13/2021
For those near retirement in Texas, record volatility, new legislation, and economic disruption can make retiring within the next 5 years challenging. Help find confidence in your plans for a work-free life with this FREE checklist. Want to talk specifics? I save a few appointments each week for last-minute, complimentary 1-on-1 appointments. Call 210-224-1600 and learn how to take control of your retirement.
If You're Hoping to Retire Within the Next 5 Years...
Get My FREE 3-Pillar Retirement Checklist!
10/11/2021
Worried about what markets will do to retirement income? Not sure about making financial moves that seemed like no-brainers before? Feeling uncertain about what you should do next? I’m offering a FREE Retirement Income Diagnostic to assess income streams and determine whether changes are needed to help protect lifestyles.
Is Your Retirement Income at Risk?
Get a FREE Retirement Income Diagnostic to find out
10/06/2021
Living in Texas? Recent retiree or within 5 years of retirement? Decisions like when and how to retire, when to claim Social Security, and your current plan to create your post-work life will define your retirement. There is a silver lining however - these uncertain times have created opportunities for advanced strategies. Learn how to leverage them with this FREE checklist. If you’re worried about what’s going on and want advice now, I reserve a few appointment slots each week. Call 210-224-1600 and book a complimentary 1-on-1 appointment and take control of your retirement.
Hoping to retire in the next 5 years or less?
[FREE] A Simple Checklist to Kick-Start a Work-Free Life!
09/27/2021
If your loved one has recently left you a significant amount of wealth, it can be overwhelming deciding what to do next. Start with these 4 important considerations.
[Infographic] Received an Inheritance? 4 Steps to Take Next
This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for t...
09/22/2021
Did you know women are expected to live longer than men? Too many women are stuck with the unexpected expenses of long-term care later in life, instead of preparing for it while there’s still plenty of options, resources and time ahead.
[Infographic] 5 Reasons Why Women Need to Plan for Long-Term Care
This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for t...
09/20/2021
Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their website www.Briefing.com.
Week In Perspective: S&P 500 closes below 50-day moving average despite good data [17-Sep-21]
Updated: 17-Sep-21 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. Week in...
09/17/2021
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
Tax Strategies for High Earners
Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to kee...
09/15/2021
You know you need to start preparing now for a peaceful retirement, but sometimes it's hard to know where to start. If you're uncertain about your next steps, here are 6 things to start doing differently right now.
Survey Says: 80% of Americans Lack Retirement Planning Knowledge. Here's What to Start Doing Differently Right Now
You work your entire life and save diligently in order to enjoy your retirement. It sounds simple, enough, but the realities of preparing for retireme...