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Does Market Volatility Scare You?

Halloween is almost upon us. Of course, on Halloween night, you may see a parade of monsters, demons, Transformers and other frightening individuals stopping...

Here’s Your Retirement Countdown | Stephen Gerrald

If you want to enjoy a comfortable retirement lifestyle, you don’t need to have been born rich or even to have earned scads of...

Five Tips for Women Business Owners | Stephen Gerrald

Women are an integral part of the workforce, but they have had to overcome many obstacles along the way. Of course, challenges still remain,...

Over 12 million Texans affected by Equifax hack: what you need to know

On Friday, Attorney General Ken Paxton issued a consumer alert following a report from Equifax Inc., one of the nation’s three major credit reporting agencies,...

Brighten Your Grandchildren’s Financial Future

Mother’s Day and Father’s Day may get more attention, but National Grandparents Day observed on Sept. 10, has gained in popularity. If you’re a...

Financial Moves for “Empty Nesters” | Stephen Gerrald

When your children leave home and you become an “empty nester,” you’ll probably make several adjustments in your lifestyle. But how will your empty...

Make Sure Your Business is Properly Protected

If you are starting or operating a small business, you know the importance of maintaining its financial stability. Everything from managing cash flow to...

Putting Your Financial Affairs in Order After the Loss of a Spouse

The passing of a spouse can take a heavy emotional toll on anyone. Especially early on, newly bereaved widows or widowers may find it...

Preparing Your Portfolio for Retirement

Think about this analogy: When an airplane is preparing to land, it doesn’t descend 30,000 feet in a matter of seconds. Rather, it happens...

Communicating with Your Siblings About Money and Aging Parents

Many adult children are called upon to help their aging parents as life changes set in, yet only 65 percent of siblings report talking...

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