Reading Time: 3 minutes When it comes to evaluating the performance of your investments, two key metrics often arise: Compound Annual Growth Rate (CAGR) and Arithmetic Average Return (AAR). While both measure the growth of your investments over a specific period, they...
Reading Time: 3 minutes Financial planning is an essential service that helps individuals and businesses manage their finances effectively, plan for retirement, and achieve their financial goals. The tax deductibility of financial planning fees can be complex. Under...
Reading Time: 3 minutes Don’t let inflation steal your retirement dreams! According to the Texas Comptroller, the cost of living in Texas has risen 4.0% from the previous year. This means Texans saving for retirement must consider inflation when planning their...
Reading Time: 3 minutes A Certified Financial Planner (CFP) is a professional designation awarded to individuals who have completed extensive training and education in financial planning, passed the rigorous CFP board exam, and committed to ongoing education and...
Reading Time: 2 minutes As you approach retirement, it is vital to be mindful of your financial decisions. Even if it doesn’t seem like it will, your choices can lead to significant outcomes. Although some consequences can be easily and quickly resolved, others...
Reading Time: 2 minutes Even after diligently planning for retirement, many retirees will still face significant expenses they overlooked or underestimated. In some cases, handling these expenses can be detrimental to one’s financial well-being during...
