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Aretha Franklin Estate Plan Failure Aretha Franklin will always be The Queen of Soul. But her body died last week after a long battle with pancreatic cancer. Aretha Franklin left behind no will or estate plan and she died at 76. Having no plan is actually a plan, its just not a good plan for the …
Houston CPA CFP Team planning model is for you if you’re a successful family or business owner who is occasionally frustrated or downright depressed about the amount of taxes you pay every year? Have you ever wondered why your CPA only provides tax preparation services, but doesn’t give you great advice to… 1. Reduce Your …
Vision and Purpose are the topics of today’s conversation with my friend Rob Challenger of Tremont Street Advisors in Galveston, Texas. I’ve come to believe that most people’s choices with financial planning only make sense when they’re moving in a clear, purposeful direction. If you try to make financial planning decisions without a sense of …
Investment Strategy Ideas for 2018 Investment Strategy is only one part of Wealth Management but anyone who understands risk and reward knows that better Investment Strategies produce better results in your portfolio. In this short post I’m going to show you how I layer four investment strategies to design an overall investment strategy that helps you Minimize …
3 Mistakes in Trust and Estate Planning Create it and forget it Mismatch of your family and your money IRA assets left rudderless Trust Mistake #1 Create it and forget it — 95% of wealthy families who create an estate plan with a Will, Medical/Financial POA, and/or Revocable Trust are done once and then only …
How to Manage Market Risk Do you get just a little anxious when the stock market crashes? We can help take the guesswork out of your investments. In this episode, I want to share a few thoughts about how to manage the risk in your investment portfolio. Honestly, on days like today, its really more …
The Ultimate Blueprint “Through [skillful and godly] wisdom a house [a life, a home, a family] is built, And by understanding it is established [on a sound and good foundation], And by knowledge its rooms are filled With all precious and pleasant riches. A wise man is strong, And a man of knowledge strengthens his …
Wealth Advisor Wanted Houston, Texas. Family Wealth Builder is Hiring a Wealth Advisor Apprentice for our Houston location at University of Houston – main campus. The Wealth Advisor Job Description is below. Build your career as a Wealth Advisor a seasoned team of proven experts in Houston, Texas. Want to… Become a successful Wealth Advisor? Grow …
Hiring a Houston CFP Professional is safe, easy, and fast. Try posting your project request on the new LinkedIn ProFinder. These 3 Tips will help you write a great project request on LinkedIn ProFinder. It’s a cool tool to find and hire the best CFP Professional in Houston to get to work on your project. Keep these 3 …
Business Workshop Invitation You’re invited to attend a business workshop for Houston area business owners and investors. Selling your business takes a little planning. If you’re thinking about selling your business, sign up for this business workshop: Unlocking Value (details below). Please RSVP as seats are limited and we want to make sure we have plenty …