Understanding Today’s Financial Environment
Welcome, I’m Deborah Jones, a financial professional in Houston, TX. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (281) 486-4247.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When to start? Should I continue to work? How can I maximize my benefit?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Couples may be able to head off many of the problems in a marriage that money can cause.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What are your options for investing in emerging markets?
There’s an alarming difference between perception and reality for current and future retirees.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how to set up your financial goals for success? This knight does.