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Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Houston Retirement Guy's Mission. A Taxing Story: Capital Gains and Losses. The tax rules that gove...

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Frank Richardson

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Frank Richardson

6042●●●● St.

Ho●●on , Texas, 77007

United States

(713)●●●●●-3780

fr●●●●●●●●@yahoo.com

View this contact

Frank Richardson

6042●●●● St.

Ho●●on , Texas, 77007

United States

(713)●●●●●-3780

fr●●●●●●●●@yahoo.com

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Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Houston Retirement Guy's Mission. A Taxing Story: Capital Gains and Losses. The tax rules that gove...

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Home | Frank Richardson | houstonretirementguy.com Reviews

https://houstonretirementguy.com

Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Houston Retirement Guy's Mission. A Taxing Story: Capital Gains and Losses. The tax rules that gove...

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houstonretirementguy.com

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Tools | Frank Richardson

http://www.houstonretirementguy.com/tools

Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Our collection of 40 calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin. FINRA series 7, 63, 66.

2

Glossary | Frank Richardson

http://www.houstonretirementguy.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

3

Retirement | Frank Richardson

http://www.houstonretirementguy.com/resource-center/retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. What does your home really cost? An Inside Look at Retirement Living. Are you ready for retirement? Here are five words you should consider. One or the other?

4

Tax Resources | Frank Richardson

http://www.houstonretirementguy.com/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. FINRA series 7, 63, 66.

5

Estate | Frank Richardson

http://www.houstonretirementguy.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. When Do You Need a Will? When do you need a will? The answer is easy: right now. Principles of Preserving Wealth. Do You Feel Lucky? There a...

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Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Events on Wall Street. Can successful investors predict changes in the markets? Some can but others miss the market’s signals. Houston Retirement Guy's Mission. A Taxing Story: Capital Gains and Losses. The tax rules that gove...

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