Planning For Retirement
Navigating the Emotional Discussion about Estate Planning with Your Family
Money and death are the two most difficult topics for families to discuss, but avoiding these conversations can have devastating... Read More »
Health Savings Accounts Offer Triple Tax Advantages*
Health Savings Accounts (HSAs) help you and your family members save for future health expenses tax-free when you have a high-deductible... Read More »
Protect The Wealth You Plan to Transfer to Your Loved Ones
Families have choices when it comes to securing their savings for future generations. Trusts, for instance, are useful for the ongoing... Read More »
Debt Consolidation Tips to Tackle Your Toughest Money Challenges
You’re probably familiar with the quick pace at which debt can accrue. High interest charges mean your balance continues to grow even when... Read More »
How to Protect Yourself or a Loved One from Elder Fraud
In the age of technology, fraud seems to lurk around every corner—and our older generations tend to be particularly susceptible to the... Read More »
Why Small Business Owners Need to Plan for Retirement
Most small business owners tend to invest extra wealth back into the business. Saving for retirement is a secondary thought after growing a... Read More »
Free Credit Freezes Are Here
Free credit freezes and year-long fraud alerts were made available starting September 21, 2018 thanks to a new federal law. At Texas Gulf... Read More »
Hang up on Medicare Card Scams
Scammers follow the news – and the money. Medicare is sending new cards to everyone who gets Medicare benefits, replacing your Social... Read More »
Get Started on your Estate Plan: Essential Info & First Steps
Do you ever get that running loop in your head about end of life planning? You know you need to get started, but with an overwhelming list... Read More »