Joshua Jasien is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Merrill in Round Rock, TX and the surrounding communities.
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Did you know that many public employees are starting to retire much earlier than society’s traditional age of 65? In recent years, this is...
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In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...
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As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...
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Taxes can eat away a significant portion of an investment's return. Yet at the same time, financial planners caution against allowing the "tax...
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Whenever I meet with prospective clients, I usually hear the following comment “I want my portfolio to outperform the overall market, but I don...
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Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...
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When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...
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A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders – get your financial orders in place,...
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Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...
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