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Address:

803 S. 33rd Street
Temple, TX 76504


11917 Oak Knoll Drive, Suite C
Austin, TX 78759

Phone:

(254) 899-9944

Fax/Other:

(254) 771-9921

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

November

October

  • HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis

    Looks at some of the reasons behind the big declines in emerging markets, and how these developing economies might affect U.S. investors.

  • Seven Classic Investing Quotes

    Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.

  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

  • Key Tax Breaks for Business Owners

    Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.

September

August

July

June

May

April

March

February

January

December

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Check the background of this financial professional on FINRA's BrokerCheck