Matthew Berti is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tanglewood Legacy Advisors, LLC in Houston, TX and the surrounding communities.
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It’s tough being a younger worker in this economy. Whether you are facing an entry level salary in your first job out of college or are a...
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Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...
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One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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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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As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...
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The financial industry wants to make sure you are fully aware you left something b...
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Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...
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What is a FSA?Health care Flexible Spending Accounts, FSA’s, are benefit plans established by employers to reimburse employees for healt...
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Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from...
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It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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