Debunking Social Security – Part 2

Debunking Social Security – Part 2

Social Security is a program that will affect nearly everyone in this country. Recent statistics show that 96% of Americans will be covered in one way or another. In our experience, it is also one...

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Debunking Social Security – Part 1

Debunking Social Security – Part 1

Quite simply, Social Security is one of the biggest areas of confusion for our clients. When do they file for it? Will it go bankrupt? Can they count on it? Do they only get benefits if they worked?...

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5 Ways You Can Save During Summer

5 Ways You Can Save During Summer

We often think of the summer as a time of activity. We spend time travelling, at BBQ’s with family and friends, and doing projects around the house. This is a great way to spend your summertime, and...

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When Market Volatility Strikes

When Market Volatility Strikes

Recently, the news has been flooded with updates in the ongoing trade war between the US and China. The president recently stated that he would increase tariffs from 10% up to 25% on $200 billion in...

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Buying and Selling Homes

Buying and Selling Homes

There’s a popular saying in Texas, “big hat, no cattle”. In the home-buying world, you might translate that into, “big house, no furniture”. It’s very easy to buy more house than you can afford and...

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Shedding Light on Roth Accounts

Shedding Light on Roth Accounts

 A Brief History of Roth Accounts: In 1997, Senator William Roth spearheaded the creation of Roth investment accounts because, as he said, “it is in the national interest both for the economy and...

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