Category: Retirement
How Houston Energy Executives Can Reduce Taxes and Retire Before 60
For some energy executives, early retirement isn’t just a dream, it’s a real possibility. However, market volatility and inflation can make retiring early much more...
Assumptions in Retirement
We often make assumptions daily, such as “the grass is always greener on the other side” or “if you ignore a problem, it will go...
Target-Date Mutual Funds – What are they and should you use them?
Target-date mutual funds have gained popularity in recent years as a convenient and seemingly straightforward option for retirement investing. However, despite their appeal, there are...
Cash Reserve in Retirement
Do you keep a spare tire in your car? You hope you will never have to use it, but it is good to know it...
Pension Lump-Sum vs. Annuity: Which to Choose?
One of the questions we often get from our clients is, “Should we take the lump-sum option or the annual payments when receiving distributions from...
Inflation and Retirement
Inflation – even minor inflation – reduces purchasing power over time. Like the famed economist Milton Friedman once said, it’s the hidden tax that creeps...
Oxy Pension: Lump-Sum or Annuity – Which is Better?
Upon approaching retirement, you may be asking yourself, “Should I take the lump sum or the annuity payment option with my pension plan?” We get...
How To Select A Financial Advisor
Types of Financial Advisors (and which ones you should avoid) Types of Advisors Before beginning your search, it is essential to understand the difference between...
Sequence of Returns Risk
When buying a home, you probably know many potential risks, such as the risk your home will go down in value over time or the...
What Are Stock Splits?
What Are Stock Splits? Here’s what you need to know. Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes...
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