What to Know About the Market Drop
Recently, the news has been full of bleak stories about the economy. Inflation is at record highs, the housing market is crazy, stock values are dropping, and there’s no end in sight. If you have wealth tied up in the stock market, reading these stories is...
When Planning for Your Financial Future, You Need a Vision
When you’re making financial decisions, what do you base your choices on? How do you know whether your current budgeting and saving practices are enough for retirement? Without a clear vision of the future, you can’t really know if you’re making the right choices with...
Saving vs. Spending Money in Retirement: How to Change Your Perspective
The transition to retirement can be an overwhelming experience; it often takes a while to get out of that work mindset and decide how to structure your days now that you aren’t spending them at the office. Many people find the financial transition to be challenging as...
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...