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Budget for Bucket List Adventures, Not Bills! Live Your Best Retirement Now
Carissa 22 Nov, 2024Imagine basking on the white sand beaches of Bora Bora, the vibrant coral reefs teeming with life just beneath the surface. Or perhaps, exploring the ancient ruins of Machu Picchu, the breathtaking views etching themselves into your memory forever. These are just a few of the incredible adventures that could
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Turning 65? Learn When and How To Claim Maximum Social Security Benefits
Carissa 04 Nov, 2024As you approach age 65, you likely find yourself thinking about claiming Social Security more frequently. For many Americans, those benefits play a big role in retirement income, and your choices about when and how to claim can shape your financial future. Here’s the thing: despite being a significant milestone,
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Stop Overpaying Taxes and Keep More of Your Retirement Money
Carissa 28 Oct, 2024As Benjamin Franklin once said: “In this world, nothing can be said to be certain, except death and taxes.” When you’re nearing retirement or already enjoying it, the last thing you want is to see your hard-earned savings eroded by excessive tax payments. Yet, many retirees unknowingly overpay taxes on
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“Will My Money Last?” Stop Retirement Anxiety with Proven Strategies
Carissa 21 Oct, 2024Retirement is supposed to be a time for enjoying the fruits of decades of hard work—foreign travel, new hobbies, lowering your golf scores, and spending more time with loved ones. But for many, it can be a time of anxiety, especially when it comes to money and an investment process
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Three Strategies to Prepare for Healthcare Costs in Retirement
Carissa 07 Oct, 2024Many pre-retirees with significant investable assets who reside in Houston are increasingly concerned about managing healthcare costs as retirement approaches. With medical expenses expected to be one of their largest retirement expenses, it’s important to incorporate healthcare planning into a broader financial strategy. Why is healthcare emerging as a major
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Houston Retirees: How to Optimize Your Portfolio for Long-Term Growth
Carissa 30 Sep, 2024The real challenge for Houston retirees lies in managing their wealth correctly so that it lasts as long as they do. Thanks to rising longevity, this may be drastically more complicated for future retirees who may be retired for 30 or more years. After all, your retirement years should be
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How to Build a Sustainable Retirement Income Stream in Houston
Carissa 12 Aug, 2024Let this sink in: given today’s extended life expectancies, there is an increasing probability you and/or your spouse will be retired for 30 years or even longer. So, the question we are asking is, do you have a retirement income strategy that will sustain you and your spouse for three
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