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The Grandparent Effect
The scent of Nana’s perfume, the sound of Grandpa’s laugh...These small sensory memories often leave the deepest impressions on children. Impressions that will last a lifetime. Without question, grandparents hold a cherished place in our lives. While experiences vary, the grandparent-grandchild bond is commonly viewed as one of the most emotionally important relationships, second only to the parent-child relationship. As we live longer and more actively, becoming a grandparen
Dec 1, 20253 min read


Scam Alert: Learn to Spot and Stop Common Fraud Tactics
Fraudsters do more than steal money. They take advantage of people during moments of change or weakness, especially when routines shift. Scammers often appear when you're under pressure, grieving, adjusting to retirement or simply overwhelmed. And you don’t have to be retired to be a target. Bad actors look for any opportunity. Recognizing the tactics they use is the first step toward stopping them. 1. Lottery Scam You get an unsolicited phone call or email saying you’ve won
Oct 29, 20255 min read


Infographic: Rent or buy in retirement?
Need guidance on your retirement and planning for the future you envision? Please contact us today at 281-482-3100.
Sep 25, 20251 min read


The Three Ingredients of a Purposeful Retirement
The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and weekly structures of the...
Aug 26, 20252 min read
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