Retirement Planning
Stress Test Your Portfolio
Yesterday I joined SA Live on KSAT 12’s Money Monday segment to talk about stress testing when it comes to your retirement portfolio.
Read MoreFour 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…
Read MoreA Guide to Balancing Multi-Generational Financial Priorities
This show is designed to help the tens of millions of Americans who are members of the “Sandwich Generation”: people who feel pressure to provide some kind of financial support to their aging parents as well as to their children while still trying to meet their own financial goals and obligations. Not only does the…
Read MoreIs the Bear Market Coming Out of Hibernation?
While we may remember 2008 and the damage the market caused to our economy, it’s also hard to remember that bear markets happen more often than we remember, especially after the market went on a remarkable bull run. But the market is beginning to look dubious again and who knows what awaits in 2019, 2020…
Read MoreHow to Address Major Risks to Your Retirement Assets
Most people consider longevity to be one of the biggest threats to a retirement portfolio. The risk that the portfolio won’t have the legs to last as long as you do. But what many of us don’t know is what to do about it. That is, how to protect a portfolio against not lasting through…
Read MoreWhat to Do With an Inheritance
Receiving an inheritance often accompanies a highly emotional time. It may even create more financial stress than it relieves. You’ll never regret taking a little time to decide how to use your inheritance wisely.
Read MoreWhat Is A Roth Conversion?
As many individuals become more concerned about the impact of taxes in retirement, Roth IRAs present a unique retirement vehicle to consider. In certian situations, a conversion to a Roth IRA may make sense for you. Take a look at my new video as we dive into Roth conversions. You can book a call below…
Read MoreYour Most Valuable Assets for Retirement
Think for a few moments about everything you’ve put aside for retirement. Go ahead, take a second. So what do you think is your most valuable asset going into retirement? I have a feeling we have an answer that will surprise you. This show looks at the most important assets people can carry with them into…
Read MoreBuilding Blocks for a Rock-Solid Retirement
We’ve all heard that we need to save for retirement. But the end goal seems more elusive today than ever. Is there a way to save that will actually have a larger positive impact on the retirement bottom line? Are there certain financial building blocks that, when put in place now, will help create a…
Read MoreInvestments Affecting Your Taxes?
One of the most common questions I often hear from people is: “How are my investments affecting my taxes?”. Take a look at this weeks video below as we go a little deeper into this frequently asked question.
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