Michael WellingsSep 18, 20192 minCensus 2020Happy September, everyone! We hope this message finds you doing well, escaping the monstrous heat of the late Houston summer. As the year draws closer and cl...
Michael WellingsAug 26, 20191 minTensions Run High with Trade War VolatilityAs the United States and China trade blows in this Trade War, investor emotions have been all over the place. Given the recent volatility and headlines, what...
Michael WellingsJun 27, 20191 minCybersecurity WebinarAs technology continues to improve, the need for good Cybersecurity also increases. Watch the video below to get several tips, tricks, and best practices to ...
Michael WellingsDec 10, 20182 minThe Top 10 Best Practices for Sharing Your Financial Views with your FamilyBelow is a great article written by Mr. Steven B. Wittenberg, Director, Legacy Planning at SEI. "We believe that families who talk openly together about thei...
Michael WellingsSep 17, 20181 minSAS, LLC Lately 9/17/18We are officially 5 days from Autumn! Those in Houston, rejoice! We're that much closer to cooler temperatures and lower humidity (hopefully). Those in areas...
Michael WellingsAug 13, 20184 minHow to Keep Health Care Costs Under Control in Retirement- Elaine Floyd, CFP® Although the government may subsidize some of your health care costs under the Medicare program, you will still be responsible for certa...
Michael WellingsJun 4, 20184 minThe Plot Thickens: DOL Fiduciary Rule Struck DownIn a move that was a surprise to some, and a foregone conclusion to others, the 5th Circuit Court vacated the entire Department of Labor’s fiduciary rule thi...
Michael WellingsMay 25, 20181 minMemorial Day RemembranceAs you probably know, Memorial Day is today. What you might not know are some of the facts about Memorial Day that Jeremy Joiner discusses in our latest vide...
Michael WellingsMay 2, 20184 min5 Steps to Reducing Healthcare Costs in RetirementHealth care costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. A 65-year-old couple that left the workfo...
Michael WellingsApr 20, 20183 minTax Scam SeasonAs we spoke about in last week’s video, friends, it is tax season again. That dreaded time of the year when we scramble to find last years’ tax documents, pe...
Michael WellingsApr 20, 20183 minWhat Are "Fee-Only" Financial Firms and Why You Should Use ThemIf you’re considering hiring a financial advisor, I’m sure that you’ve seen the words, “fee-only” more than a few times. Those firms that are fee-only are qu...
Michael WellingsApr 20, 20182 minThe Crowd MentalityIt has come to our attention recently that Tide laundry detergent has been featured in the news quite often over the past few days. Specifically, Tide Pods. ...
Michael WellingsApr 20, 20184 minThe Bitcoin BuzzLately in the headlines, Bitcoin has been causing quite a stir. As we mentioned in our video last week, people have been talking all about how the value has ...
Michael WellingsApr 20, 20184 minCoordinating Long-Term Care with Government BenefitsIf you're a senior, the future may present more of a concern than it once did--you may wonder what you'll do if your health deteriorates. If you must enter a...
Michael WellingsApr 19, 20182 minToys for Tots Community OutreachFriends, the holiday season is upon us yet again. The cold winds are blowing, thoughts of fried turkey are filling our minds, and if you listen just closely ...
Michael WellingsApr 19, 20181 minPauseEvery day, it seems that we're inundated by bad news about the awful things happening in the world. Whether it's a shooting, a natural disaster, political un...
Michael WellingsApr 18, 20183 minHurricanes and the Human ConditionTo be perfectly honest, I wasn’t sure what to expect from Hurricane Harvey when I first heard about it. When the news reported that a hurricane was going to ...
Michael WellingsApr 18, 20184 minQuick Tips for a Summer VacationSummer is in full swing, and that means that traveling is in full swing as well. The kids are out of school, the weather is (mostly) nice, and autumn is righ...
Michael WellingsApr 18, 20181 minHappy Independence Day!Happy Independence Day (belatedly)! We hope everyone had a fantastic holiday weekend filled with fun, BBQ, and fireworks. Like many holidays, this one has sp...
