CAGR vs. AAR: Why It Matters for Your Investments

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...

Beat Texas Inflation: Investment Strategies to Secure Your Future

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...

Three Critical Mistakes to Avoid Close to Retirement

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...

Three Common Expenses Many Retirees Don’t Adequately Plan For

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...

How Should I Invest In Retirement?

Reading Time: 2 minutes Retirement should be a time of relaxation and leisure, but extensive planning and significant adjustments to your investment strategy are required for that to be a reality. By doing so while maintaining a proactive and thoughtful approach,...

5 Important Practices for an Enjoyable Retirement

Reading Time: 2 minutes Retirement is the beginning of a new and exciting chapter in one’s life. Even then, the change of pace from working life to retired life can be challenging for some retirees. What’s supposed to be a time of relaxation can quickly...