Category: Retirement Planning

Budget for Bucket List Adventures, Not Bills! Live Your Best Retirement Now

22 Nov 2024

Imagine basking on the white sand beaches of Bora Bora, the vibrant coral reefs teeming with life just beneath the surface. Or perhaps, exploring the...

Turning 65? Learn When and How To Claim Maximum Social Security Benefits

4 Nov 2024

As you approach age 65, you likely find yourself thinking about claiming Social Security more frequently. For many Americans, those benefits play a big role...

Stop Overpaying Taxes and Keep More of Your Retirement Money

28 Oct 2024

As 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...

“Will My Money Last?” Stop Retirement Anxiety with Proven Strategies

21 Oct 2024

Retirement 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...

Three Strategies to Prepare for Healthcare Costs in Retirement

7 Oct 2024

Many 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...

Houston Retirees: How to Optimize Your Portfolio for Long-Term Growth

30 Sep 2024

The real challenge for Houston retirees lies in managing their wealth correctly so that it lasts as long as they do. Thanks to rising longevity,...

How to Build a Sustainable Retirement Income Stream in Houston

12 Aug 2024

Let 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...