The Roth IRA Conversion: Why & How to Use This Strategy in Your Retirement Planning

Roth IRA conversions have emerged as a compelling strategy in retirement planning, offering a range of benefits and opportunities. Converting your tax-deferred retirement plans to a Roth IRA can be a strategic move, particularly for individuals seeking tax diversification, potential long-te …

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 …

6 Signs It’s Time to Ditch DIY Retirement Planning

Retirement planning is a journey that generally takes decades to complete and most of us start out along the do-it-yourself path. More than likely, your first step was to enroll in an employer-provided plan such as a 401(k) or setting up an individual retirement account, also known as an IRA.

4 Moves You Can Make with Your Old 401(k)

By Matt Kory, Vice President, Retirement Programs   Changing careers is an emotional move – there’s excitement for the new opportunity, sadness about leaving your favorite coworkers behind, depression if you weren’t ready to leave, worry about how to financially bridge the unemployment …

Your Retirement Planning Starter Pack

Although there are some basic guidelines, your financial life is as unique as your fingerprint. Your lifestyle, goals, family situation, risk tolerance and even your wildest dreams will give a unique signature to your portfolio. Let’s look at a few of the starting points today for a healthy …

Yes, You Can Make a Solid Long-Term Care Plan: Here’s How and Why It’s Important

By Matt Lewis, CLTC®, Vice President, Insurance In today’s world it’s fair to say that most reasonable people believe they are going to live a long life. And when you live a long life, it’s also fair to say that sooner or later, we’re going to need some form of care.

Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren’t going anywhere. Naturally, as our bodies get older, it costs more to keep them running. And with U.S. health care spending expected to rise at a rate 1.1% faster than the annual GDP, this cost will come home to our pockets. Statistics like this m …

Medicare Time – Now What? Things to Know as You Start Out

By Matt Lewis, CLTC®, Vice President, Insurance You’re turning 65 this year and Medicare is on your mind. Medicare is a subset of Social Security and run by the Social Security Administration. In my experience, it may be almost as complicated as the Internal Revenue Code! With that said, le …

5 Common Retirement Planning Mistakes

Is your retirement plan lacking? Let’s look at 5 common retirement planning mistakes and how you can get the most out of your retirement plan.

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us