YOUR CHANGING DEFINITION OF RISK IN RETIREMENT
During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was built. Maybe you concerned yourself [...]
RETIREMENT INCOME AND THE TRADITIONAL PORTFOLIO
Taking withdrawals from a traditional portfolio exposes fixed-income investors to “sequence of returns” danger. In other words, experiencing negative returns early in retirement can deplete your portfolio [...]
TRADITIONAL VS ROTH IRA
Traditional IRAs, which were created in 1974, are owned by roughly 35.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in [...]
HEALTHCARE COSTS IN RETIREMENT
About 70% of American workers are confident they will have enough money to pay for medical expenses in retirement. In a 2018 survey, 30% of all workers [...]
9 FACTS ABOUT RETIREMENT
Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so. Source: 2018 Retirement Confidence Survey, EBRIRetirement can [...]
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Office Contact Info
Office Address:
3309 Forest Creek Drive
Suite 103
Round Rock, TX 78664
Mailing Address:
1508 Weiskopf Loop
Round Rock, TX 78664
Phone: (512) 844-8200
Fax: (512) 553-5577