What to do with your old 401(k)
Huzzah! You have a new job! Then your former employer sends you a letter asking if you want to move the money out of your old 401(k). What are your options and which is the right one for you? First, … Read More
Huzzah! You have a new job! Then your former employer sends you a letter asking if you want to move the money out of your old 401(k). What are your options and which is the right one for you? First, … Read More
We’re heading into the holiday season and that means more people will be trying to trick you into giving them money or even better, your personal information. How’s that for some holiday cheer? Recently I was scrolling through my Twitter … Read More
Since deciding to start a career in financial planning 14 years ago, I’ve been looking for a model that made it possible to serve people whose financial situation looked more like mine. But I struggled to find a satisfactory answer … Read More
Earlier this morning I received an email from my state regulator letting me know that I am now registered in the State of Texas. So as of today we’re open for business! If you want to schedule a call with … Read More
We’re working through the compliance pieces that need to be in place to officially launch!