Planning

Why Reverse Mortgages?


89% of seniors want to remain at home, but will need the resources to do so. They will contact their trusted advisors for assistance. Opportunity to solidify your relationship with current clients. Your clients need access to this program. It is a great platform for new community outreach initiatives that could increase your client base ...
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Purchasing a Home with a Reverse Mortgage


One of the questions I have been getting asked most over the past year is “Can I REALLY buy a house with a Reverse Mortgage?” The answer is yes you can, as long as you meet the requirements. But before we get into that let’s talk about what a Reverse Mortgage for Purchase can do...
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Texas Investor Guide Is Back and Updated for 2017


You asked, we answered. The State Securities Board’s flagship publication, the Texas Investor Guide: Strategies for Investing Wisely and Avoiding Financial Fraud, is back in stock, updated for 2017, and available for free. The Investor Guide provides unbiased, straightforward information on the time-tested principles of investing and shows you the tools you need to research financial...
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Beware: Not All Insurance is the Same!


Auto Insurance: Did you know that auto insurance coverage can be very different from carrier to carrier? We have seen companies promote broader and broader coverage in the last 10 years. The good news benefiting the consumer is that auto policies are competitively priced and have broader coverage. What that means for you: New vehicle replacement...
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Tune Out the Financial Static, Turn On to the 2016 Investor Guide


The State Securities Board’s newest version of the Texas Investor Guide has landed, bigger and better than ever. The 2016 edition of the Texas Investor Guide: Strategies for Investing Wisely and Avoiding Financial Fraud, has been substantially revised and expanded to help investors – beginning and more experienced – understand the time-tested principles of investing and...
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Should I Have a Will or a Living Trust?


Many people don’t know whether they should have a Will or, instead, a Living Trust. This uncertainty stems from a simple misunderstanding of what these documents do – and don’t do. A Will basically names your Executor to wind up your affairs. This includes paying your debts and taxes, and then distributing your remaining assets to...
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Planning For Peace of Mind


It's something no one wants to think about, but everyone needs. Having it can ease worries and eliminate potential family conflicts. Not having it can force loved ones to make decisions they don't want to make, and then have to fight others over those decisions. The loss of a loved one is always difficult, and often...
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Put A Smile On Your Bank Account


Has your bank balance been looking a bit grim too often lately? Would you like to enjoy a better retirement and worry less about your financial situation? Your solution could be the home that you are living in. For most of us, our home represents a large part of our total assets. Surprisingly few homeowners, however,...
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Home Improvements on a Budget


Having you been putting off a home renovation project?  Whether you are planning a small update to a room or a complete overhaul, here are some tips to help you stick to a budget....
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Options Trader Promising Huge Returns to Rescue Your Retirement


Texas Securities Commissioner John Morgan entered an Emergency Cease and Desist Order May 27 against Ross Edmond Taylor, a San Antonio man offering investments in an option-trading program and a related investment in promissory notes, both of which promise to pay off-the-chart returns....
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