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...
“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”...
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...
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...
Most millennials and members of Generation Z grew up hearing about traditional financial priorities: graduating college, getting a good job, buying a house, having children, and saving for retirement. But this cookie-cutter plan isn’t necessarily right for everyone,...
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...
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...
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...
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...
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...
