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....
top of page
Talk to a Financial Advisor:
281.466.4843
Search
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...
Long Term Care - The Good, The Bad and The Ugly
By Daniel Goodwin When we council those who are in or near retirement, we always ask if they have Long Term Care insurance. Over many...
Why 2 Million Dollars May Make You Miserable
By Daniel Goodwin As I get deeper and deeper delving into the financial picture of clients in the 30’s, 40’s, and 50’s, the psychology...
Good Money Questions Trump All
By Daniel Goodwin G.K. Chesterson said, “It’s not that they can’t see the solution; they can’t see the problem.” The problem that haunts...
How To Get Kids Interested In Investing
By Daniel Goodwin Anyone you read about these days known for making money started out as a child once and probably learned about the...
3 Ways Credit Card Companies Can Trick You
When the Dodd-Frank Wall Street Reform and Consumer Protection Act was put into place, credit card holders were supposed to benefit from...
4 Epic 401(k) Rollover Blunders
With a booming Trump economy and employment running now at over 96%, many people in the United States are transitioning from one employer...
As an Investor, Are You an Andy or a Barney?
Markets have been volatile this year to the chagrin of some and delight of others. Count me in the camp of those delighted with...
7 Money Tips For Newlyweds
You just got married, but you may now realize that so did your finances. One of you is a big spender and one is a saver! How in the world...
Top Nine College Planning Mistakes
1. No Overall Game Plan Many clients we sit down with have done a realistic plan and projection of what the real cost of college...
How I Failed A Family As A Financial Advisor
I once was casual friends through our kid’s school with an executive of a large manufacturing company who had been so busy climbing the...
How to Crush Financial Procrastination
“Never do today what you can put off till tomorrow” – The procrastinators unintended mantra Every year millions of Americans face the end...
Open Letter to All Graduates
Dear Graduates: You have worked hard for your degree; now the fun really begins. Your degree is important because without one you will...
How Much Portfolio Risk Is Right For Me?
Have you ever really tried to determine what your real risk tolerance is when it comes to investing? Most people by nature will tell you...
Do's and Don'ts of Buying Term Life Insurance
What Kind Of Term Insurance Is Best For You? Generation X is classically defined at people born between the years 1965 and 1979. Pretty...
Smart Financial Moves After a Divorce
Divorce is one of those life events that may be one of the most difficult transitions any person has to make. Some of the divorces end up...
Why We Don't Double Down On Dividend Stocks
Ever wonder about dividend stocks and what place they should have in your portfolio? The institutional engineered model portfolios...
“Refinance” Your Life Insurance Today
Hopefully you’re one of the many people who has refinanced your mortgage and taken advantage of these crazy low interest rates. If you...
It Wasn’t Raining When Noah Built The Ark
The stock market has dished out lavish returns for investors since the decade old stock market meltdown of 2008. The Dow Jones Industrial...
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