Retire Texas Style!

A recent study by CreditCards.com found that roughly 13 million people have either a bank account or a credit card that they’re hiding from their spouse.  How can having financial secrets hurt our portfolios? 

If you have questions, concerns or FEARS about planning for your retirement, call Steve today for your Complimentary Portfolio Review! 

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The Motley Fool says one of the best ways to get through a recession is to have multiple sources of income. The #1 fear of planning for retirement is running out of money. So, how can you avoid this?  If you have a pension, will it be there when you really need it? What other sources of income can you create for yourself NOW to prepare for a better future? Steve talks about his different tools and strategies he uses to make sure clients don't run out of income! 

Remember, your retirement plan is NOT cookie cutter. That's why its so important to sit down with Steve and discuss your specific situation. Call Steve Today for your Complimentary Portfolio Review! 

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For three decades Steve has been helping people JUST LIKE YOU cross that retirement finish line. Let's face it, it can be confusing and overwhelming, but thats where Steve and his team come in. When you work with Steve, its his family, serving your family. Steve is passionate about helping you and your family create that income for life so you can retire with that added peace of mind. 

If you're interested in meeting with Steve for a Complimentary Portfolio Review, call Steve today! This is a great opportunity to see where you stand today, what can you do to reach your retirement goals, avoid making financial mistakes that can set you back, and more!   

 

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Sometimes, we talk about the “myths” of retirement.  And Forbes says one of the most common ones is that we’ll be in a lower tax bracket, when we quit working.  That certainly seems to make sense – why would it not be true?

 Then, how much weight do you put on your financial decisions based on who is in the White House? How will this upcoming election impact you, your money and your retirement?  

If you're interested in meeting with Steve for a Complimentary Portfolio Review, call Steve today! This is a great opportunity to see where you stand today, what can you do to reach your retirement goals, avoid making financial mistakes that can set you back, and more!  

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Are you working to just pay off your debt? Steve shares his ideas and strategies and how he can help you pay down this debt sooner rather than later, and even retire sooner!

There’s a theory that pops up every so often, suggesting that – with the impending wave of baby boomer retirements – we’ll all be getting out of the stock market at the same time.  That, in effect, would drive stock prices lower – which would probably not be good for our nest eggs.  Should we be concerned?

Call Steve today for a Complimentary Portfolio Review. Steve can make sure there are no gaps in your income plan, plus, are your accounts being managed in the most tax efficient way possible? Find out today! 

 

 

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One of the drawbacks of a 401(k) is that – when you leave a job – rolling the money into a new account can be a bit of a hassle. You wouldn't believe the number of people that FORGET about their old 401K completely!  But CNBC’s Sharon Epperson says there’s a new feature that will eventually simplify that process called auto portability. That sounds great but –  there aren’t many places that offer it yet, so for now we're stuck moving it ourself. But, the good news is Steve is here to help! Find out why he doesn't charge to help someone with a rollover, and what he means when he says, "100% of your hard earned money goes to work for you!" 

What's a Roth IRA and is it a fit for you? How can it help you be more tax efficient in the future? What if Steve could show you how you could have a tax free income? 

Retirement is 75% emotional and 25% about the numbers. Lets figure out what retirement looks like for you - its all about YOU and what's best for YOU and your household. 

Call Steve today for a Complimentary Portfolio Review. Steve can make sure there are no gaps in your income plan, plus, are your accounts being managed in the most tax efficient way possible? Find out today! 

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Even though the markets have been doing well, the overall economy is still struggling.  But not everyone agrees with that.  Wall Street veteran Jeff Saut thinks the market is going to sky rocket! Who do we believe? Are we headed to another record high, or should we start paying more attention to the amount of risk in our portfolios?

Steve shares his vision of where he thinks we are headed, how to prepare for whatever comes our way with the market and the economy and most importantly, why its crucial to act now, protect your assets and hear how Steve can help you GROW your assets. 

If you're interested in meeting with Steve for a Complimentary Portfolio Review, call Steve today! This is a great opportunity to see where you stand today, what can you do to reach your retirement goals, avoid making financial mistakes that can set you back, and more!  

 

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Do you have a plan or even starting planning? Steve explains how important it is to start planning TODAY! Then, hear how Steve helps his clients create the income they need to support themselves financially, fulfill their bucket list and be ready for whatever happens in the future.

Did you know the #1 fear of planning for retirement is running out of money? Just like you do during your working years, even in your retirement there has to be some give and take; otherwise you could be in big financial trouble or even run out of money! 

Plus, According to Fidelity, retirement savers have been following “generic financial advice,” which is to stay invested in the market  and keep contributing to their 401(k)s and IRAs.  Is that what we should be doing? Steve weighs in! 

Contact Steve today and setup a time for a phone call, a ZOOM meeting or if you feel comfortable, come in the office where we have all safety precautions in motion and are practicing social distancing. 

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Let's be honest, we're in uncharted territory right now. 

There's volatility in the market and some analyst say we are headed towards another bull market (when the market is WAY up) while others are saying we're headed for another recession. Who do we know who to believe? Are we headed towards another 2008? 

Find out why Steve says, "it doesn't matter what happens in the market or on Wall Street!" Find out how you can take control of YOUR money, GROW your money and PROTECT your money! 

Call Steve today for a complimentary Portfolio Analysis. Get an idea of where you stand today, how much risk are you taking? What can you do differently to make your portfolio stronger? For over 30 years Steve has been helping people just like you! 

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A Bankrate survey estimates that 31 million Americans have taken – or plan to take – early withdrawals from their retirement accounts.  I know that should be a “last resort” kind of move, so what’s your advice for people who are considering it? What about your kids borrowing money from you ALL the time, how can that impact your financial future for retirement? 

Call Steve today to setup a complimentary consultation over the phone, ZOOM or in person! Click HERE for details.  

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