Money and Life: How To Become a Better Saver
CLICK HERE TO LISTEN TO THE EPISODE!! On this episode of Money & Life, I discuss how to change your mindset and become a better saver. I...
Should I Use Saved Money to Pay Off Debt?
Often times we think to ourselves, "If I was debt free, I would..." Or we do some mental math in our head that generally supports the...
Why You Need, When You Need, and When to Update Your Estate Plan
Click here to listen! On this episode of Money & Life, I tackle the questions: When do you need, Why do you need, and When to update your...
Should I Take a Partial Lump Sum Distribution?
With Teacher Appreciation Week a month away and veteran school teachers looking to retire at the end of the school year, the one commonly...
"I want to make my money work for me"
"I want to make my money work for me" is usually the question I get when talking to clients who are invested and are under performing the...
Real World Retirement Planning
A year ago, I wrote a blog article on financial planning being a process and not a destination. I focused on how some people or their...
Smart Financial Moves for Texas Teachers
Being married to a Texas school teacher comes with its challenges. The long hours of lesson planning, grading papers, thinking of new...
Frequently Asked Retirement Income Questions
When should I begin thinking about tapping my retirement assets and how should I go about doing so? The answer to this question depends...
Things To Do Before Your Parent Retires
That beautiful lady pictured up top is my Mother. She has done so much for me and has helped shape me into the man I am today that I...
What Is An SBA Loan?
The Rio Grande Valley is full of ideas, energy, and entrepreneurship. A lot of the time, some of these ideas are not realized because of...
