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Blog

Chris Reddick | Aug 1, 2021

What are Pros and Cons of Rolling Over Your TSP Into an IRA?

Retirement
Investments

Key Takeaways:

Pros of TSP Rollover: Full control of investments, more investment options, portability, professional money management

Cons of TSP Rollover

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Chris Reddick | Jul 24, 2021

Common Mistakes Corporate Employees Make With Target Date Retirement Funds

Investments

Target date funds have become very popular in corporate 401(k) retirement plans. Employers began adopting target-date funds with greater regularity after

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Chris Reddick | Jul 18, 2021

ISO Exercise Strategies for Texans

Investments

Increasingly tech start-up companies are moving to Texas to take advantage of lower taxes and a more favorable business climate. With these moves, high-tech

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Chris Reddick | Jul 10, 2021

Diversify Your Investment Portfolio Today

Investments
Why is a diversified investment portfolio so important?
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Chris Reddick | Jul 2, 2021

The ROI of A College Education in Texas

College

An increasing number of studies look at the Return on Investment or ROI of a college education. The ROI is essentially the cost of attendance divided by what

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Chris Reddick | Jun 28, 2021

What is the Real Cost of Attending College?

college savings

It might be shocking to many parents with children that are college-bound the differences in the cost of attending college. However, what you see on the website

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Chris Reddick | Jun 8, 2021

Protecting Your Investments Against Inflation

Investments

It’s been a long time since investors have had to worry about inflation. Now it’s making headlines because prices are rising faster than expected. In this video

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Chris Reddick | Jun 1, 2021

What are the real costs of Robo Advisors?

Investments

Robo advisors were forecast to become a $1.4 trillion worth industry in 2020, jumping by 47% yearly.1 By 2023, assets managed by Robo advisors are expected to

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Chris Reddick | May 29, 2021

My Essential New Home Financing Checklist

Estate Planning
Property
Finance

While owning a home is the quintessential American dream, not everyone can purchase a home when they desire. If you’re fresh out of school with a boatload of

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Chris Reddick | May 17, 2021

Lump Sum Vs. Lifetime Annuity Income and your Corporate Pension

Pension

One of the most important decisions to make before retiring is whether you want to take your corporate pension as a lump sum or monthly annuity payments spread

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Chris Reddick | May 9, 2021

What are no-load annuities?

Retirement

Financial planners have traditionally been skeptical, to say the least, of annuity products. These products provide some guaranteed income with the potential

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Chris Reddick | May 5, 2021

How Might President Biden's Tax Plan Affect Me?

Tax Planning

President Biden’s administration has outlined a tax policy built upon the agenda introduced during his campaign. Biden’s tax plan focuses on raising taxes on

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