Brazos Wealth Advisor In The News

Beware of These Two Traps in Annuities

I had a client come to me with an annuity he had bought 14 years previously. He wanted to cash it in. He originally paid $110,000 for the annuity and the day he came to me it was worth about $200,000. 

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Do You Need To Start Putting Money Into Your Roth IRA?

I was having breakfast with a longtime friend and client this weekend and he asked me, “Do I need to start putting money into my Roth IRA?” 

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Timely Strategies to Protect Your Portfolio -

Now is the time to dial back on risk and protect your bull market gains.

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Spring Cleaning Your Investment Portfolio -

As spring is upon us, you may be gearing up for some serious spring cleaning.


How to Invest in the Late Stages of a Bull Market -

It’s more about mental preparation, than anything else.


woman wearing yellow shirt putting money in piggy bank

Retirement Savings: Tax-Deferred or Tax-Exempt? -

Find out which type of account makes sense for your retirement plan


mature couple financial planning

4 Big Reasons Your Expenses Could Rise in Retirement -

One common rule of thumb suggests people plan on needing about 70% to 80% of their pre-retirement income to pay the bills.

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mature couple shaking hands with a female financial advisor

Long-term care coverage: Peace of mind, at a price -

When you’re going through your retirement-planning checklist, don’t forget long-term care.


RIAs To Feel The ‘Higher Burden’ Of Fiduciary -

The Department of Labor’s “Conflict of Interest” rule holding advisors to a fiduciary standard of care has raised the bar on every registered investment advisor (RIA) managing retirement accounts, RIA owners and financial experts say.