Houston, we have a problem!

Today, August 29th, 2017, day 4 of Hurricane Harvey, I am sitting at my computer In Houston, Texas, safe and secure for the time being. At this point, I do not know what awaits my fellow Texans who have been directly affected by the destructive winds and flooding Hurricane Harvey has produced. Nobody does. Like [...]

By |2019-02-05T00:00:42+00:00August 31st, 2017|Annuities|

The Dreaded Four Fears Of Retirement Planning

Every day I hear from those who come into my office four fears: 1. The fear of outliving my money 2. The fear of having to put off retirement 3. The fear of having to go back to work 4.  The fear of having to cut back on my lifestyle These are genuine concerns and [...]

By |2019-02-16T16:28:30+00:00August 11th, 2017|Annuities|

A Simple And Successful Approach For Your Nest Egg

In the spring of 1983, a 61-year-old Australian sheep farmer named Cliff Young entered his first ever running race. Without any previous racing experience, he chose for his running debut one of the toughest races in the world: a 543-mile ultra-marathon stretching from Sydney to Melbourne. Besides Cliff Young, the race was comprised of young, [...]

By |2019-02-16T16:30:27+00:00August 8th, 2017|Annuities|

Women And Investing It’s A Different World

As an advisor, I meet with single women quite often.  Be it from divorce or the passing of their husband; I see women come into my office frustrated and fearful. Women have different views and needs when it comes to retirement planning advice and for several reasons. First, let's look at the science behind why [...]

By |2019-04-15T21:46:06+00:00August 2nd, 2017|Retirement Planning|