2013 FIVE STAR: Wealth Manager as featured in Texas Monthly
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You should be on vacation, not your assets
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You've worked hard all of your life. Shouldn't your assets be doing the same? Find out how you can put your lazy assets to work protecting against the unexpected costs of long-term care.
A way to look at retirement planning, step by step.
Listen to a discussion on a little-known opportunity that may be available to you and why you may want to consider rolling over assets from a 401(k) to an IRA while you are still employed.
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