How a Scholarship Affects Your 529 College-Savings AccountYou can withdraw up to the amount of a scholarship from your 529 account without paying a penalty on the earnings, even if you don't use the money for eligible college costs.
7 Smart Personal Finance Moves for Military Personnel Before DeploymentTake smart steps to protect your family and your finances if you're serving in the military.
When to Toss Tax RecordsYou can throw away most supporting tax records after three years, but keep your returns indefinitely.
This Is the Biggest Reason to Work After You Retire (Besides Money)It's not just money that drives retirement planning. People need and want a sense of purpose.
Most Americans Are Losing Sleep Over Money ConcernsA new report shows money concerns are keeping 65% of Americans awake at night, with health care or insurance costs beating retirement savings as the primary source of anxiety for the first time in a decade.
Want to Retire Early? The Simple Math — and Magic — of Lifestyle Stagnation Being able to retire early may depend on some simple yet powerful strategies.
Busting Myths About Marrying After 50 There's a lot to know if you are getting married for the second time, especially if you have children from a prior marriage.
Want to Attract Young People to Your Company? Forget Ping-Pong Tables Instead of recreational activities, business owners can offer to pay down debt to attract more millennials.
The Stock Market's Jump on the French Election Is More Than a Relief Rally In this author's opinion, the election run-off in France is good news for U.S. investors.
This Event Could Lead To A Collapse Of The Euro... And Send Gold SkyrocketingThe results of the election in France could have a major impact. This article predicts a possible run-up in the price of gold.
Russia Investors Get No Love From Trump, But...The author notes some important trends concerning investments in Russia.
How Your House Can Help Pay for RetirementCiting the growing retirement income shortfall, the author shows how to tap into home equity.
World's Billionaires 30th Anniversary: Looking Back on Three Decades Of BillionairesForbes magazine has been tracking the richest people on the planet for 30 years.This article pinpoints the trends.
10 Key Steps to Getting a Small Business LoanThis article provides 10 key steps to take in getting a small business loan. It offers some practical advice and insights on the lending process.
Why Impact Investing May Flourish in the Age of Donald TrumpThe author offers opinions on how the Trump administration's policies are affecting social and economic change.
Links Disclosure:Links to other sites are provided for your convenience. Houston Asset Management does not endorse, verify or attest to the accuracy of the content of the web sites that are linked and accepts no responsibility for their use or content.
©2017 Advisor Products Inc. All Rights Reserved.
Securities offered through SagePoint Financial, Inc., member FINRA/SIPC. Investment advisory services offered through Houston Asset Management, Inc., a registered investment advisor not affiliated with SagePoint Financial, Inc. Fixed and/or Traditional Insurance Services offered through Investment Marketing Resources, LP, a company not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor. For full consumer disclosure click here.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WV. No offers may be made or accepted from any resident outside the specific states referenced.
A broker/dealer, investment adviser, BD agent, or IA representative may only transact business in a state if first registered, or is excluded from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
By viewing this website, you acknowledge that you are a resident of one of the states listed above.