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Social Security
Going From Two Incomes to One Jan 12, 2021

Going From Two Incomes to One

It is important to be ready for the potential challenges and how to navigate them.

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Social Security
A Guide to Trusts for Older Clients Jan 05, 2021

A Guide to Trusts for Older Clients

If established correctly, a trust can be a powerful estate planning tool with a variety of potential tax and asset protection benefits. 

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Social Security
ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information Jan 05, 2021

ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information

ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information

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Social Security
Tesla Joins the S&P 500 Dec 29, 2020

Tesla Joins the S&P 500

For many average investors this event may seem innocuous, but it is certainly worth a closer look.

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Social Security
Estimation Errors Dec 22, 2020

Estimation Errors

Let's take a look at how our fundamentally flawed relationship with numbers can lead to negative financial consequences.

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Social Security
Paying for Long-Term Care Dec 15, 2020

Paying for Long-Term Care

You have probably heard that everything is bigger in Texas. Unfortunately, that cliche is especially true when it comes to the cost of long-term care.

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Social Security
November 2020 Chevron Segment Rate Summary Dec 14, 2020

November 2020 Chevron Segment Rate Summary

Will your Chevron lump sum go up or down in February?

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Social Security
Taking Advantage of Tax-Loss Harvesting Dec 08, 2020

Taking Advantage of Tax-Loss Harvesting

As we move into the final stretch of 2020, many investors look to tax-loss harvesting as a year-end strategy to help manage their capital gains taxes.

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Social Security
The Top Three Things to Consider When You Combine Incomes Dec 01, 2020

The Top Three Things to Consider When You Combine Incomes

One of the most overlooked details to consider when you financially partner up with someone in a new household is the importance of budgeting.

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