Blog

The Importance of Life Insurance for Oil and Gas Workers

Brian Stephens CPA | PFS, CFP®

Tuesday, May 2, 2023

Working in the oil and gas industry comes with risks, and it's important to be prepared for the unexpected. This blog emphasizes the importance of having a comprehensive financial plan that includes life insurance. Read more today.

As wealth advisors, we get to educate people about finances, help them make wise decisions with their money, and ultimately, ensure they use their resources to experience the world and wonders around us. We strive to help you get your...

Spooky Financial Mistakes

Matthew Murch, CFP®

Wednesday, October 19, 2022

As we know, Texas is always hot, but October typically represents the time of year when things begin to cool down. We begin to transition into holiday mode, the pumpkin spice everything appears back at coffee shops, and we are just a...

We’re just weeks away from midterm elections in the United States, and this year, 35 Senate seats are up for election, as are all 435 House seats. Months of stock market ups and downs coupled with rising interest rates and...

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...