Values-Based Financial Planning

According to survey results, roughly 70% of Americans planned to set goals at the beginning of this year. Health and fitness topped the list, financial goals were the second most common, and a third of goal-setters intended to create religious or spiritual goals. Juggling goals in multiple …

Planning for Retirement from the Oil and Gas Industry

In Texas, the average retirement age is 65. Many oil and gas workers dream of retirement, even early in their careers. Yet, before you can leave your job for retirement fun, you need to plan. However, how to plan for retirement can be overwhelming and involve so many unknowns. How much mone …

Retirement Plan Consultants: 5 Tips for Hiring Your Best Option

According to one report, 2024 is poised to be a landmark year for prospective retirees. Next year, there will be a point when more than 12,000 people will turn 65 each day. In all, that means around four million individuals will reach retirement age by the end of the year. In fact, accordin …

Legacy Planning for Chemical Plant Retirees

You might be one of the 67% of Americans who have done no estate planning. Even if you’ve planned for retirement, you haven’t done anything to protect your assets when you’re gone. Some people don’t like the idea of thinking about their mortality, and others think th …

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