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Blog

piggy-bank
Chris Reddick | Sep 29, 2021

Why pay a 1% fee for a financial advisor?

Financial Advisor
There must be a better way.
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Business person pointing at laptop screen.
Chris Reddick | Sep 8, 2021

Eight Important Considerations for 401(k) Plans

Retirement

As a retirement plan, 401(k) plans currently outpace the competition, with more than 54 million Americans participating in a 401(k) plan and nearly 550,000

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familyfinance
Chris Reddick | Aug 25, 2021

5 Ways To Teach Your Kids About Money

Education
Family
Savings
Don't be afraid to talk to your kids about money. We learn by talking. Understanding the importance of making choices with money is essential for our fiscal
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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: Ty

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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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Diverse colors of candy.
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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Stock-image
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 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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XY Planning Network
RICP Retired Income Certified Professional
CFP - Certified Financial Planner

 

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