South Texas Wealth – Baby Boomers: Are thee 4 key item in your retirement plan

Tags

, , ,

South Texas Wealth is a premier financial planning and management firm that specializes in protecting Baby Boomer’s retirement savings, financial planning tips, financial management. Retirement is one of those inevitable things that comes up when people start talking about their finances. And like it or not, it’s something that you will have to prepare for if you want to ensure that your best years are ahead of you. Everybody knows that they should start planning for their retirement, and most people have good intentions behind doing so, but they don’t quite have the ‘how’ in place.

South Texas Wealth | Wealth Planning

Tags

, ,

South Texas Wealth is a premier financial planning and management firm that specializes in divorce financial planning, fee only investment advisor and wealth planning. If you’re a baby boomer who is nearing retirement, you want to be as prepared as you can possibly be. In doing so, you may start talking to fellow baby boomers and family members asking advice on how you can get the most out of your retirement. If you’re really concerned, you might even schedule an appointment with a financial advisor to plan your future out. However, there are a lot of myths about retirement that are perpetuated as common knowledge by people who do not know any better.

7-Retirement-Planning-Myths-That-Derail-Baby-Boomers-150x150

South Texas Wealth – The value of a repeatable process

Tags

, , ,

South Texas Wealth is a premier financial planning and management firm that specializes in protecting Baby Boomer’s retirement savings, financial planning tips, financial management.

Our investment process is simple and straightforward – it’s consistent, and repeatable. It’s important to us at South Texas Wealth™ that we are able to articulate our financial planning strategies in a manner that’s easy for our clients’ to understand. Because as Albert Einstein once said, “If you can’t explain it simply, you don’t know it well enough.”

South Texas Wealth™relies on a repeatable, research-driven process to develop investment strategies and then construct personalized allocations that are aligned with our individual investors needs, goals and risk tolerance. Each of our process-driven, time-tested strategies are designed and executed by a dedicated team of portfolio managers as well as fundamental and technical analysts and strategists.

How to choose a Financial Planner

Tags

, , ,

Jeremy Sakulenzki is the Founder & CEO of a premier financial planning firm. Get tips for how to choose a financial planner or investment consultant

Jeremy will not hesitate to tell you: “I’m not here to make my clients rich, I’m here to make absolutely certain they are never poor.” Jeremy’s disciplined-based investing strategy has earned him tremendous respect in the finance industry. And he does not take this for granted. Jeremy is an avid writer because he thoroughly enjoys sharing his knowledge with his clients along with his colleagues in the industry. You can read many of his blog posts here on his website and get a free copy of his book titled: 7 Financial Planning Mistakes Baby Boomer’s Need To Avoid, simply by clicking the title.

 

Divorce Financial Planning

Tags

, ,

A premier financial planning and management firm that specializes in divorce financial planning, fee only investment advisor and wealth planning.

If you’re a baby boomer who is nearing retirement, you want to be as prepared as you can possibly be. In doing so, you may start talking to fellow baby boomers and family members asking advice on how you can get the most out of your retirement. If you’re really concerned, you might even schedule an appointment with a financial advisor to plan your future out. However, there are a lot of myths about retirement that are perpetuated as common knowledge by people who do not know any better.