Unconventional Retirement Planning Advice: Enjoy the Moment
A lot of traditional retirement planning advice is all about the future. The goal is to save as much as possible, maximize your retirement contributions, and find an investment strategy that offers the right combination of risk and reward. While each of these things...
The Importance of Health Savings Accounts in Financial Planning
There are many elements to consider when developing a financial plan; along with figuring out a budget that accounts for your income and expenses, it’s good to think about investments. Most people automatically think about a 401(k) or the stock market when they’re...
Want Better Financial Outcomes? Change Your Perception of Money
“How much money is enough?” It’s something we hear all the time from our clients. And while this is certainly an understandable question, we don’t think it’s the right one. Asking how much is enough assumes that there are defined, objective values for what is a “lot”...
In This Housing Market, Should You Rent or Buy?
We’ve seen a lot of news recently about the housing market in Texas and throughout the country. Low interest rates, inflation, and a surge in telecommuting have fueled a buying frenzy and driven housing costs sky-high. It’s a great time to be a seller, but many buyers...
What to Expect When Planning for Health Insurance in Retirement
For many people, one of the biggest concerns about retirement is the high cost of medical expenses. As you grow older, you will probably need more frequent visits to the doctor, and you may rely on expensive medications to maintain your health. It can be scary to look...
Why Do We Still Invest in the Stock Market?
The stock market has been in the news a lot lately. Meteoric gains have been followed by drastic losses, sometimes within the same day. The stock market is always somewhat cyclical, but those cycles have been especially significant over the last few years. There are...
The Value of Simplifying Your Finances
Simplification is a popular topic right now. There are countless books, articles, and podcasts about how to reduce stress and make your life easier. Many people are looking for ways to make their finances less complicated, especially in the wake of an unstable...
Award News: Barron’s List of Top 10 People to Watch in 2022
We’d like to take a moment to congratulate our founder, Hannah Moore, on her inclusion in Barron’s 2022 Top 10 List of People to Watch. Barron’s Advisor Highlights Financial Professionals to Watch Barron’s Advisor recently released its list of “10 People to Watch in...
How Inflation Impacts Your Investments
Inflation is a popular topic right now. Many news stories from the past few years are filled with dire warnings about unsustainable consumer prices and the plummeting value of the dollar. Reading these reports can be frightening, especially if you are retired or...
Planning Income Distribution for Retirement
You’ve worked hard and saved for retirement, and now you’re ready to start drawing income from your portfolio. How much money should you take each year? You need enough income to cover your bills and maintain your lifestyle. But you don’t want to set up distributions...
What We’ve Learned in 2021
The year is drawing to a close, and we’re taking the opportunity to look back over 2021. Reflecting on the lessons we’ve learned helps us prepare for whatever 2022 has to offer. It’s been an exciting and challenging year, but there are many things we’re thankful for. ...
Charitable Giving: Finding Ways to Give Back That Are Meaningful to You
The holiday season is a time when many of us think about giving. From holiday gifts to donations, it’s a time of year when we think about our legacy, our families, and what we have to be thankful for. This is the perfect time to reflect on how you want to give back,...