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Bridging the Gap

Between industry news and personal experience.

November is Long-term Care Awareness Month | Concepts from our Financial Advisors Thumbnail

November is Long-term Care Awareness Month | Concepts from our Financial Advisors

November is National Long-Term Care Month and a great time to start to make a plan for this increasingly likely and costly expense. Since so many people over age 65 are expected to eventually need some level of long-term care, we want to take this opportunity to provide a better understanding of long-term care, the associated costs, and the options available for long-term care planning.

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September is National Life Insurance Awareness Month | Tips from our Financial Advisors Thumbnail

September is National Life Insurance Awareness Month | Tips from our Financial Advisors

Life insurance is an important part of any financial and protection strategy. We would like to provide beneficial information about life insurance, so you know what to consider before consulting a financial professional. We will discuss what it is, the right time to buy it, the difference between term and permanent life insurance, and how it can impact the ones you love the most.

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8 Step Summer Financial Checkup  | Guide From Our Financial Advisors Thumbnail

8 Step Summer Financial Checkup | Guide From Our Financial Advisors

As the weather gets hotter in Texas, it's easy to let your family's finance fade from top-of-bind. We encourage you to take advantage of the slower months and conduct a mid-year review to be prepared for life's uncertainties. We’ve broken it down into eight simple steps to keep you focused and on track.

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