Great post by Austin Smith! Disciplined strategy investing over the long term, rather than trying to time the market fluctuations is a proven strategy for long term portfolio success….
When should you start saving for your retirement? The most accurate answer is yesterday. Time is by far the most important factor on saving for your future. Starting early,…
Back in the 90’s I sold a lot of variable annuities. I worked for a large financial services company that strongly encouraged the use of variable annuities and there were…
The last several weeks we have been busy meeting with our client’s children. We recommend what we call “kid meetings” at a few critical stages: Just prior to getting their…
More than half of retiring Americans today opt to take Social Security before their Normal Retirement Age, and less than three percent of filers wait until age 70. Many…
Real personal financial success cannot be accomplished until we have achieved a certain level of financial maturity. I believe proper spending, saving, investing, and planning are all learned traits. Accomplishing…
Many years ago I was with my good friend and longtime business partner Larry McNeil when someone asked him “What’s it like being your own boss?” to which Larry replied…
Nobody has ever accused me of being a great fisherman, but when I was seven or eight I knew how to catch perch by the bucket load. I would lie…
I had a friend in high school who went to work for the new McDonald’s that came to town. It was a big deal in Taylor, Texas. My dad liked…
It has been six years now since the doors opened for 401(k) plans to allow ROTH contributions. Most employers by now have amended their plans to allow these contributions but…
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