Brazos Wealth Advisor In The News
Beware of These Two Traps in Annuities
I had a client come to me with an annuity he had bought 14 years previously. He wanted to cash it in. He originally paid $110,000 for the annuity and the day he came to me it was worth about $200,000.
Do You Need To Start Putting Money Into Your Roth IRA?
I was having breakfast with a longtime friend and client this weekend and he asked me, “Do I need to start putting money into my Roth IRA?”
Timely Strategies to Protect Your Portfolio - kiplinger.com
Now is the time to dial back on risk and protect your bull market gains.
Spring Cleaning Your Investment Portfolio - quickenloans.com
As spring is upon us, you may be gearing up for some serious spring cleaning.
How to Invest in the Late Stages of a Bull Market - money.usnews.com
It’s more about mental preparation, than anything else.
Retirement Savings: Tax-Deferred or Tax-Exempt? - investopedia.com
Find out which type of account makes sense for your retirement plan
4 Big Reasons Your Expenses Could Rise in Retirement - investopedia.com
One common rule of thumb suggests people plan on needing about 70% to 80% of their pre-retirement income to pay the bills.
Long-term care coverage: Peace of mind, at a price - cnbc.com
When you’re going through your retirement-planning checklist, don’t forget long-term care.
RIAs To Feel The ‘Higher Burden’ Of Fiduciary - insurancenewsnet.com
The Department of Labor’s “Conflict of Interest” rule holding advisors to a fiduciary standard of care has raised the bar on every registered investment advisor (RIA) managing retirement accounts, RIA owners and financial experts say.