Working in retirement might seem like a paradox. But it can help to provide a myriad of benefits, a potential cushioning to your savings only be one of them. If you start your own business, you have the flexibility to create your dream job in your second act, one that gives you purpose and fulfillment. Being an entrepreneur allows you to be the boss, make the rules and set boundaries, so you can still enjoy the retirement you envisioned. This is the opportunity to intertwine

How to include online services, important documents and digital family mementos in your estate plan Your digital life may seem difficult to organize. Locked behind disparate accounts, spread across devices and out of mind because they are out of sight, it may seem challenging to wrangle all your digital belongings. And unlike tangible items like heirloom jewelry or vacation homes, or intangible but well-established considerations like financial securities and accounts, aspect

Thanks to all who joined us for our 4th Annual Family-Style BBQ! We loved spending the day with you, enjoying delicious food from CRQ BBQ and fantastic live music from Martin Griffin. Days like this are what it’s all about!

Financial literacy is a gift that lasts a lifetime. Financial tradeoffs, interest rates and the importance of having an emergency fund: Our current economic circumstances are full of teachable moments we can and should share with our children. After all, they’re probably not learning these topics in school. Only 1 in 6 students will be required to take a personal finance course before earning a high school diploma, according to nonprofit Next Gen Personal Finance. That’s why

Medicare fraud has huge costs for older adults. In 2024, scammers were charged with major fraud totaling billions. Scammers contact Medicare recipients to steal Medicare or Social Security numbers and file false claims. Protect yourself by watching for these four red flags: “Too good to be true” promises: Free medical supplies or medications, tests not ordered by your doctor, or “pre-approvals” for new plans with better benefits may be scams. Unexpected asks for personal in

Imagine you're browsing the web and see an ad for an espresso machine – the very one you just mentioned in an online conversation. The thought can be unsettling…Are your devices really spying on you? Well...sort of. Advertisers are skilled at figuring out who you are and what you might want. Sometimes, their accuracy can make it feel like they’re right there in the room with you. The truth is, they’re using sophisticated algorithms to analyze your online behavior and predict

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

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

Need guidance on your retirement and planning for the future you envision? Please contact us today at 281-482-3100.

The benefits of a purpose-driven life don’t dissipate when you retire. Rather, without the imposed daily and weekly structures of the...

Whether your children will grow up to be entrepreneurs or to work for someone else, teaching kids early about business helps them...

Cyberattacks are the fastest-growing crime in the U.S. – and they cause personal and business devastation every day. Review these tips...

Learn 4 simple things you can do to protect your personal information while you travel. Travel can be one of life’s great pleasures,...

What an unforgettable day at our 3rd Annual Family-Style BBQ! Many thanks to everyone who came out—we loved sharing laughs, good vibes,...

As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started. 1. Nurture your relationships....

Beyond education savings, these plans can work for you – not just your kids. Most commonly, 529s are known as a tool to save for college...

Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your...

Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy,...

Finally said goodbye to your 9-to-5? With retirees in the U.S. expected to live longer than ever before, figuring out what to do with...