Here’s a story about parents. It can be told in a dozen different ways. A hundred. More. The ideas are the same, even if the particulars will vary: You... Read more.
Traditional financial planning and estate planning have long been the pillars of efficiently passing a financial legacy from generation to the next. But there a... Read more.
A Required Minimum Distribution (RMD) from a retirement account is exactly what it says – required, mandated, a “must-do”. It’s a specific... Read more.
Budgeting as a financial planning concept generally gets a bad rap. For many people, it conjures a scarcity mindset (“I can’t ever buy a latte at Starbucks... Read more.
During the 2023 Texas state legislative session, bills were approved that provide two enhancements for retired Texas educators. If you are a retired teacher, ad... Read more.
Here is a common question we get: “I don’t work for my old employer anymore. What can I do with my old 401k?” There are four basic options i... Read more.
Fiduciary matters A fiduciary relationship encompasses the idea of faith and confidence in someone else. Such a relationship can only happen when a person o... Read more.
One of the more impactful pieces of the December 2022 Consolidated Appropriations Act that passed into law is the so-called Secure Act 2.0. You may remember t... Read more.
Well, that was a year, wasn’t it? We thought it would be “nice” to revisit 2022, as though going through it once wasn’t enough. In case you ... Read more.
The annual Medicare enrollment period runs from October to December, so we think it is important to review both the basics and a few lesser-known rules surround... Read more.