Jun
14

5 Steps to Reducing Healthcare Costs in Retirement

posted on June 14th 2018 in Market Commentary with 0 Comments

Healthcare costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. A 65-year-old couple that left the workforce in 2017 will spend an average of $275,000 to cover medical expenses through retirement, according to the latest retiree healthcare cost estimate provided by Fidelity Benefits Consulting. That’s […]

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Apr
18

Busting the 5 Biggest Retirement Myths

posted on April 18th 2018 in Market Commentary with 0 Comments

Urban legends, urban myths, and fake news. Whatever you call it, in our age of information, claims of spurious repute can go viral in minutes. Anyone with a computer can start a blog and offer up opinions on just about any subject, whether he or she is an authority or not. Sources? Who needs sources? […]

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Feb
19

Should You Consider Investing Your Home Equity?

posted on February 19th 2018 in Your Financial Advisor with 0 Comments

Investing Your Home Equity

In our decades of experience, we’ve found that this strategy may not be appropriate for everyone. For some, it has caused more harm than good. For others, it has been beneficial. We, however, wanted write on the topic, because it is a topic that we are often asked about. To properly consider your options, you really […]

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Jan
30

Don’t Tax Me

posted on January 30th 2018 in Market Commentary with 0 Comments

Don't Tax Me: January 2018 Market Commentary

“Don’t tax you, don’t tax me, tax that fellow behind the tree,” quipped Senator Russell Long, who chaired the powerful Senate Finance Committee from 1966 to 1981. Tax Reform is Here This past year, Halloween was barely over when House Republicans introduced their version of tax reform. Few observers thought such a massive undertaking could be signed […]

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Jan
11

Looking Back and Leaping Ahead

posted on January 11th 2018 in Market Commentary with 0 Comments

Market Commentary

The End of the Financial Year As we head into the final lap of 2017, it’s been a banner year for stocks not just in the U.S., but around the world. Investors have been focused on the upbeat fundamentals — corporate profit growth sparked by economic gains at home and abroad. The U.S. economy grew […]

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Nov
03

The 3 Biggest Misunderstandings About Options

posted on November 3rd 2017 in Fort Worth CFP Team Posts with 0 Comments

In part 1 of this series, I described the main ways options are used (income, protection, favorable stock entries and diversification) as well as how they compare to stocks, risk-wise. Now, let’s talk about the biggest misunderstandings people have about options. First, people tend to learn just one strategy and then incorrectly assume the characteristics […]

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Sep
25

Property Tax Savings for California Seniors (55+)

You may not consider your 55th birthday as a milestone, however, there may be more reason to celebrate than you think. At the age of 55, several options for tax savings become available for those considering selling and repurchasing real estate in California. Traditionally your property tax base is calculated by the assessed value of […]

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