Category: Investments
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Investing is Not the Same Thing as Saving
A mistake far too many people make is to invest money they should be saving and save money that they should be investing. In our continuation of the discussion of…
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What are House Margin Requirements?
When buying shares of a stock, you may occasionally receive an alert that reads something like this: “You are attempting to purchase a security that may be held to a…
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Texas Tomorrow: Understanding the Texas Tuition Promise Fund
Many times when we meet with clients, the topic of how to pay for their children’s college is on the forefront. There are really two main choices when deciding on a college…
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Is running out of retirement money a fate worse than death?
Imagine this – the year is 2040. You are 80 years old, in reasonably good health, and you have just spent your last penny of retirement savings. You have no…
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Viaticals and Life Settlements
UPDATED 2019: This article, originally published in 2008, continues to be one of our most popular posts, as people continue to seek information about viaticals and life settlements. Please keep…