News from Mike

Retirement Mistake #3

We had fun in the last segment talking about football, and we came up with some new laws. Now, we’re bringing it back to financial talk. Taxes are on the agenda, and that’s always been my favorite topic. Taxes are important because they affect everyone. When you think about 401K plans, sometimes they can come…

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Tax Professional Explains Texas Homestead Exemption

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

It’s Time You Prioritized This Retirement Necessity

If your retirement plan consists of a 401k and an investment plan, you are most likely unprepared for retirement.

Here are 3 reasons why you need a new advisor in 2022.

Increase Your Financial Security in 1 Simple Step

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

I’m 5 Years Out From Retirement, What Should My Portfolio Look Like?

If you are nearing retirement, it’s important that you learn how to properly structure your investment portfolio. Retiring has different priorities besides just growing your money.

Check out this week’s episode of Ask an Advisor, where Mike explains What Should Your Portfolio Look Like?

Why Dave Ramsey is Wrong

Dave Ramsey is an amazing financial guru for educating people out of debt. However, how does his investing advice fare for those nearing retirement?

Check out this week’s episode of Ask an Advisor, where Mike explains Why Dave Ramsey is Wrong!

Retirement Risk Warnings

Risk is sometimes a necessary factor in your growth and accumulation phase of saving for retirement. But how should you view risk when approaching retirement?

Check out this week’s episode of Ask an Advisor, where Mike explains retirement risk warnings!

I’m Retiring Soon. What Do I Need to Do?

Nearing Retirement? Here are some important questions to consider.

Tune into this week’s episode of Retirement Today: I’m Retiring Soon. What Do I Need to Do?

This Tax Mistake Can Ruin Your Retirement Plan

Taxes are a potentially huge risk to your retirement savings. Our debt keeps growing and growing. Do you think Taxes won’t increase to pay for it?

Check out this week’s episode of Ask an Advisor, where Mike explains how this tax mistake can ruin your retirement plan.

3 Reasons Why You Need a NEW Advisor in 2022

If your retirement plan consists of a 401k and an investment plan, you are most likely unprepared for retirement.

Here are 3 reasons why you need a new advisor in 2022.

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