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Corporate executives should consider establishing a Rule 10b5-1 trading plan during an open trading window, when they do not possess material nonpublic information and well...

The best deferred compensation payout depends on your retirement income, tax situation, cash needs, Medicare costs, and confidence in your former employer. A lump sum...

Many energy executives in Houston retire with substantial assets concentrated in the energy sector. Without thoughtful tax planning, a significant portion of that wealth could...

Earning a high income does not automatically translate into a sophisticated investment strategy. Houston’s economy is driven by industries including energy, healthcare, engineering, law, and...

Houston’s energy sector has created significant wealth for executives at companies like ExxonMobil, Chevron, Shell, and Occidental. But managing that wealth efficiently, especially around retirement,...

Many Houston energy, healthcare, and engineering executives often spend decades building concentrated wealth through pensions, deferred compensation, stock awards, and retirement plans, only to discover...

For many Houston energy professionals, a pension election is one of the largest and most irreversible financial decisions they’ll ever make.  However, deciding when and...

For many corporate executives, particularly those in the energy sector, a significant portion of their net worth can become tied to a single company stock....

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...

For many energy executives, retirement planning involves more than just saving, it means coordinating complex compensation, taxes, and investments. While there’s no shortage of financial...

At The Goff Financial Group, we believe that staying current isn’t just about keeping up, it’s about staying ahead. That’s why we’re excited to introduce...

You may have heard of a highly promoted investment strategy known as rebalancing. While rebalancing investment services provide potential benefits, are they worth the costs?...