[vc_row][vc_column][vc_column_text] We’re just checking in with our Lockheed Martin friends who may be affected by the merger with Leidos and to make sure you are aware of your retirement plan options as you adjust to your new employment situation. You may have...
Since mid-2014, crude oil prices have been on the decline, causing gas and other oil-product prices to drop quite a bit. “Although the long-term effect of falling oil prices remains to be seen, this dramatic price change is affecting Americans’ everyday lives in a...
With the end of 2015 quickly approaching, it’s a great time to begin organizing your finances for the New Year. “There are a few easy but important financial-planning items you can take care of as a 2016 gift to yourself and your family,” says John Westerman, a...
If the holidays are a time that you enjoy “giving back”— whether that means donating to a favorite charity or helping out a family member financially, Houston-based Financial Services Advisor John Westerman recommends taking the time to build strategy into your gift...
Unexpected Wealth Brings Unexpected Challenges. Interestingly, the word windfall comes from an 18th-century law that allowed settlers to build only with wood blown to the ground by the wind. Wood that was actually cut down became the property of the English monarchy...
