Saving

Financial Resolutions

Financial Resolutions

January is the month of resolutions, and if you are like me, you indulged quite a bit over the holidays. There are many temptations in

What you Need to Know for Retirement

What you Need to Know for Retirement

Are you planning for your retirement? It is never too early or too late but starting as soon as possible gives you the gift of

Avoid Financial Regrets

Avoid Financial Regrets

A recent study commissioned by a charity coalition found that of those surveyed, half regretted focusing so much on financial matters in their lives at

4 ways to save money on school supplies in Houston

4 ways to save money on school supplies in Houston

Ice cooler, grill and freeze pop displays have quickly switched to pallets of markers, packets of white lined paper, glue sticks and pencils in stores,

Creating an Emergency Fund

Creating an Emergency Fund

When I talk with friends and clients about investing their money, I can be flexible. I listen to their needs and desires, and we make

The Power of Compound Interest

The Power of Compound Interest

You may often hear that it is important to start saving early, whether it be for your child’s college education or your own retirement. While

Avoid Common Retirement Savings Mistakes

Avoid Common Retirement Savings Mistakes

A September 2017 Morgan Stanley Investor Pulse Poll found that 35 percent of high net worth investors overall and 44 percent of high net worth

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