Yes, indeed we can! We are pleased to announce an expansion of our service to manage your employer’s retirement plan. This includes 401(k), 403(b), 457 deferred compensation plans and more. Continue reading
We’re sometimes asked by potential clients, looking to generate income in retirement, if we will construct for them an “income portfolio,” enabling them to live off the dividends and interest without dipping into principal. Continue reading
Over the last several months, we’ve covered the ins and outs of Social Security. In this final post for our blog series we’re discussing the decision on when to file for benefits. Continue reading
Up to this point in our Social Security blog series, we have covered the core components of Social Security, including eligibility, different benefits that are available, and how benefits are taxed. Continue reading
Thus far in our Social Security blog series, we have covered the basics of how retirement benefits are calculated and how individuals become eligible for Social Security. We have also discussed benefits available for spouses, surviving spouses, and family members. Continue reading
We can provide guidance on the type of Medicare plan that clients choose when they are first enrolling in Medicare. We are here to help, so let us serve as a resource on this very important topic. Continue reading
Clients frequently ask us for ways to make a bigger impact with their charitable donations while simplifying the giving process. One of the best ways to accomplish this is by using a donor-advised fund. Continue reading
Last week Bryan was a feature guest on Houston Matters, answering callers’ questions about financial planning, retirement, and general financial advice. Continue reading
How much money do I need to save before I can retire? How much money can I live on in retirement? Learn more about The Retirement Salary® program. Continue reading
It’s no secret that the state of retirement readiness in America is lacking. Per a 2016 report by TIAA, nearly 2/3 of American adults surveyed said they were not concerned about running out of money in retirement. Continue reading