4 Tips On How To Budget Your Next Vacation
By Daniel Goodwin A client retired a few years ago and is in the midst of publishing his own travel book; an individual with a true knack...
top of page
Talk to a Financial Advisor:
281.466.4843
Search
Real Estate Investing is Smart Investing
By Daniel Goodwin The fact is that you and I will need income for the remainder of our lives. Most people hope that their savings will...
4 Advantages Of A Health Savings Account
By Daniel Goodwin Health Savings Accounts are growing by leaps and bounds. Over ten million people now have them as part of their...
Doing A Wedding On A Budget
By Daniel Goodwin Will you marry me? That magical phrase is shared between two people in love every day whether it be on a baseball...
Managing Family Cash Flow Like a Business
By Daniel Goodwin While any credible business has financial statements, few families do. A company needs to be able to quickly view its...
Provident Summer Reading List
By Daniel Goodwin I have always been fascinated by what I can learn in books, audio books, podcasts and industry publications, and I...
Should I Refinance My Mortgage?
By Daniel Goodwin These past couple of years many clients have asked about whether or not they should refinance their mortgage. Rates...
Save Now For College
By Daniel Goodwin College costs out pace core inflation by a long shot and if you have children or grandchildren the sooner you start a...
5 Myths of IRA Investing
By Daniel Goodwin Many people in the United States are missing out on one of the best retirement opportunities of opening up an IRA...
Ultra-Low Cost Investments and Advisors
By Daniel Goodwin Recently a friend shared a Wall Street Journal article with me on ultra-low cost advisor subscriptions as a new trend...
Not all “Christian” Financial Advice is to be Trusted
By Daniel Goodwin This week on the radio I listened to two different “Christian” financial advisors. One of them a pastor spouting off...
Giving Thanks For Challenges - A Healthy Exercise of Gratitude
By Daniel Goodwin Life is filled with challenges: finding a job, paying for college, affording your retirement. While this may seem...
A Realistic Approach to Long-Term Care
By Daniel Goodwin “An idealist believes the short run doesn’t count. A cynic believes the long run doesn’t matter. A realist believes...
Simple Wealth - Simplify Your Way to Financial Success!
By Daniel Goodwin In our 24/7 world today of nonstop investment information I find today the average investor is confused and bewildered....
700 Bazillion Dollar Powerball – Should You “take a chance” ?
By Daniel Goodwin I rarely know anything about what is going on with the lottery, but I ran into three people that I respect and admire...
A Budget Can Help Boost Your Family’s Savings
By Daniel Goodwin In difficult economic times, many young couples and families may find themselves wondering where their money goes....
The Dangers of Trying to Time the Market
By Daniel Goodwin Are you considered clairvoyant? Do you win an office football pool every year? Or are you the sort of person who, while...
Unmarried Couples: Treading the Tricky Waters of Pooled Finances
By Daniel Goodwin For a variety of reasons, many couples, regardless of age, may find themselves living together for a period of time as...
Acquaint Grown Children with Your Financial Affairs
By Daniel Goodwin Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs....
Hurricanes and Your Relief Efforts
Giving is Not Just About Making A Donation - You Make a Difference. There are many opportunities to support disaster-recovery efforts and...
This material is for general information and education purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of nay investor.
bottom of page