Close

Articles Posted in Financial Planning

Updated:

Adopting? Congratulations! First, Your Financial Homework

Financial planning needs to be part of the equation when doing all of the work involved in bringing a new family member into your lives. The cost of adoption can start at a few hundred dollars or it can easily exceed $40,000, according to the U.S. Department of Health and…

Updated:

Estate Planning and Financial Planning—Two Areas Where Houston Military Families Need Help

It is not easy to be a member of a military family. They face many challenges that civilians do not, and—all too often—they do not receive the support in two critical areas that could make a difference. Risks for Houston military families include accidents during training, battlefield injury and the…

Updated:

Don’t Wait for a Rainy Day to Get Organized, Especially Not in Houston

Yes, you have an organizational style. It may be chaos, or it may be hyper-organized. Either way it is still a style. Moving from paper to digital feels more organized, but it also requires management. There are a number of different ways to approach any problem, including getting financial documents…

Updated:

Don’t Dive into Texas Medicaid Without a Full Understanding

People think that Medicaid will solve all financial problems if they or a spouse will need expensive medical care late in life. It's not that simple. Concerns about outliving assets or having all their wealth spent on nursing home care has led many Houstonians in different economic brackets to take…

Updated:

Houston Investors Should Organize Finances for Ease in Planning

There are several corners of your financial life that can be simplified through consolidation. If you feel like your finances are all over the place and hard to manage, you just need to take a moment to de-clutter and get a system going.  Also, it’s ok to ask for help!…

Updated:

What Lessons Learned from Fox’s “Empire?”

Empire is based on fictitious music company called Empire Enterprises. Lead character Lucious Lyon (played by actor Terrence Howard) is racing to name a successor for his company after learning he has months to live due to an ALS diagnosis. His sons Jamal, Hakeem, and Andre duke it out to…

Updated:

Seven Financial Tips for Houston Families

Here are seven things you can do this month to positively impact your finances all year. Want to start the New Year off right when it comes to your finances? The Las Vegas Review-Journal article, titled “7 ways to give your finances a facelift in January,”cites some things you can…

Updated:

New Year…New Financial Goals for Houston Families

The New Year is a great time to regroup on your financial plans, reevaluate and/or create new financial goals. By sticking to your financial resolutions throughout the year, you can keep on track towards achieving your financial objectives in 2015 and beyond. Make the New Year a happy one by…

Updated:

Finding Financial Resources for Your Houston Parents

  We asked experts to let us in on a few resources most people overlook. Need more cash to help care for mom and dad? A recent Oprah Magazine article, titled “Sanity-Saving Secrets For Caring For Your Aging Parents,” has some ideas where to look for funds to support your…

Contact Us