On Friday, the Texas Stock Exchange started trading in Dallas. A financial planner in the area explains what TXSE actually is, why $275 million of institutional money is behind it, and whether it changes anything for a retiree with a diversified portfolio.
Annuities are neither miracle products nor financial disasters. They’re tools – great for some situations and awful for others. Learn the truth about annuities and how they can affect your retirement plan.
Is $2 million enough to retire in Texas? For most retirees, the answer is yes – but only with the right income strategy. We break down the real numbers, including Social Security, taxes, and sustainable withdrawal rates.
We’ve had prospective clients ask us, “Why can’t you just tell us what to invest in and we manage the portfolio?” It’s a fair question, and the answer comes down to this: we’ve found that delegated management enables us to do our best work and it consistently delivers better outcomes. Here’s why:
One question people often ask about 7 Saturdays Financial is: “Why did you decide to build a flat-fee firm?” When I founded the company…
These questions are designed to help you see “behind the curtain” of our firm and others you might consider hiring.
First – what is a conflict of interest? Investopedia describes it as “A situation in which an entity or individual becomes unreliable because of a clash between personal (or self-serving) interests and professional duties or responsibilities.”
How are you supposed to figure out who to trust with your life savings?
My goal is to shine a light behind the curtain and arm you with information.
This set of articles, “The Advisor Series”, will help you understand the basics of pricing models, typical services provided, issues like conflicts of interest, and questions you should ask when deciding to work with a financial advisor/planner.