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Archive for October 2019

Four Pathways to Retire with Confidence

Most people get excited when they think about retirement. The time to pursue hobbies, travel, to slow down and smell the roses. But with that next phase in life can come the worry of how to pay for it. The question of whether the investment decisions being made now are the right ones. Will the…

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2019 Year End Financial Planning Checklist

Yesterday morning I joined San Antonio Live on ABC to talk about some things you can do to get your year end financial planning in order. I also put together a FREE white paper that you can get from me! It’s a simple checklist that covers only those areas that need attention at year end…

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