Financial Advisory Services
Operating as usual
advisor.news The gift-giving season can turn even the thriftiest among us into shopaholics. Even if you’re armed with a strict budget, a pre-planned gift list and the best of intentions, it’s still easy to overspend.
advisor.news Maintaining an active social life gets harder with age. When we retire, we lose about half of our social networks, but here’s the real issue: staying socially connected is essential to one’s well-being.
advisor.news Deciding when to post earnings increasingly involves weighing regulations, executive travel plans and the timing of competitors' reports, all in an effort to maximize—or perhaps avoid—attention from analysts and investors.
advisor.news Boeing has spent months working on updating critical flight control software at the centre of both crashes, with the hope of winning Federal Aviation Administration approval for the planes to fly again in the United States between October and December.
advisor.news With mixed signals coming from the markets and money managers, how should people allay their concerns amongst the economic uncertainty?
advisor.news The average price of attending college increased above the rate of inflation once again, with modest increases across the 2019 published prices of every type of college.
advisor.news The Federal Reserve's subtle change in the language of its postmeeting statement sent markets the vague message it sought.
advisor.news How much taxes do the rich really pay compared to everyone else? If you’re conservative, the real answer may be a lot less than you assume. If you’re a liberal, it may be a lot more than you think.
advisor.news States can subject taxpayers who say they've moved away to intrusive audits that drag on and on.
advisor.news With every holiday comes great intentions. Of course you want to stay within your budget, and also find your loved ones gifts they’ll actually love (and won’t regift the next year).
advisor.news It’s maddening, but sometimes Forbes readers dismiss the wisdom of a life coach. You tend to pay more attention to the life lessons delivered by billionaires. The problem is that while most life coaches are not very rich, most billionaires are not tremendously happy.
advisor.news We know that November and December can be tempting times of year, especially when it comes to overspending. Unfortunately, the budget organization principle known as the 50/20/30 rule doesn’t look kindly on temptation.
advisor.news As for practical takeaways from the Fed’s latest announcement, the consensus is that it’s highly unlikely that there will be more interest rate cuts in the near future. In other words, the situation could be as good as it gets for borrowers for months to come.
advisor.news If you're thinking of taking on a side gig, you're not alone. Some people take on this type of work to make ends meet, while others use it to work toward larger savings goals.
advisor.news For those who don’t use one, the term family office probably conjures up images of several generations of a single family working together, generally in one location, often operating a small business. And while that could be one definition, in the world of financial services, the term family offic...
advisor.news The piggy bank is so passé—get your kids some plastic. That’s what supporters of a growing group of tools aimed at teaching kids money skills claim.
advisor.news Since virtually all seniors receive Social Security benefits, it's probably unsurprising that a lot of scam artists raise the program in fraudulent phone calls, e-mails, and letters. Here's a rundown of some common Social Security scams.
advisor.news More women are starting businesses today than ever before. Between 2007 and 2018, the number of women-owned businesses grew by 58%—almost five times faster than the national average. Yet, there is no shortage of challenges.
advisor.news Can you retire and still find meaningful work? There’s a new formula for how this could work. In Chris Farrell’s vision, you can have both. In his new book “Purpose and a Paycheck,” the whole idea of stopping work entirely and doing nothing for the rest of your life is going the way of the f...
advisor.news Millennials, as a whole, are notoriously burdened by student loans, and many have trouble paying off credit bard balances let alone figuring out how to buy a house. But quite a few millennials are doing just fine financially. More than fine, actually.
advisor.news if you can't get out of your motivational funk, your productivity will plummet.
advisor.news The author says: Jackson, 90, wanted a consultation due to confusion about some bills he was supposed to pay for his wife’s care. I met him and saw the bills for many thousands of dollars. Alarms sounded in my head immediately.
advisor.news It can be difficult to maintain friendships at work when you get promoted — especially if you’re managing your friends. How do you straddle the line between being a good friend and a good boss?
advisor.news The Smiths have a lot of debt on credit cards. A financial planner offers ideas for how they can fix that and get on with their own plans.
advisor.news It's hard enough to influence people's behavior when you're alive. After you're dead? You may be inviting trouble.
advisor.news When I was younger, money scared me. I turned 20 in 2009, smack dab in the middle of the Great Recession. During that time, I saw my mom working as a real estate agent as the housing market bottomed out and my dad get laid off from the job he'd been working at for 30 years.
advisor.news Research shows that up to 70 percent of business partnerships fail. No matter what happens, you’ll have work relationships that fail, too. I know it hurts, but it’s important to act professionally and strategically. It can feel like the end of the world, but there's a way to manage things gracef...
advisor.news Many executives say it's time for statistics to replace guesswork, but evidence suggests that managers who spend their time buried in data lose their ability to discern how their decisions will play out in the real world.
advisor.news “I’m at that stage of life where I don’t buy green bananas anymore.” The first time I heard someone say that was many years ago, from a much older friend named Pete. He was in his early 70’s. I hadn’t a clue as to what he meant.
advisor.news The author says: I was hesitant to spend the money, but recently I tried the two most popular domestic travel options, Clear and TSA Precheck, and took the opportunity to compare accessibility, perks, restrictions, and price points along the way.
advisor.news Some parents worry about what their children could be exposed to online late at night when over at a friend's house, where the rules on internet access could be different from their own home.
advisor.news Many student-loan borrowers have difficulty making repayments, but they don’t always realize the devastating, long-lasting financial consequences that can result from missed payments.
advisor.news The author says: Like the rest of the internet, I’m addicted to reading about the net worths of famous people. I don’t have a good reason why.
advisor.news A reader asks: I'm working on a budget for retirement. Could you tell me the expenses that people tend to miss or overlook after leaving work? I'm trying to avoid as many surprises as possible.
advisor.news These items make undertaking vacations with children more stylish, less stressful.
|Monday||09:00 - 17:00|
|Tuesday||09:00 - 17:00|
|Wednesday||09:00 - 17:00|
|Thursday||09:00 - 17:00|
|Friday||09:00 - 16:00|
|Saturday||09:00 - 12:00|
Tran & Lee Insurance Agency provides high quality insurance products (Auto, Home, Life, Dental, Funeral, Vision, Health, Business, etc.) and great services (Bill of Sale, Notary, Translation, Title Transfer, etc.) with affordable pricing.
We are a disciplined wealth management practice that focuses on creating and preserving client wealth. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org
Community Health Choice is a local, non-profit health plan that offers affordable coverage to Southeast Texans.
Weekly meal prep
Increase the value of your insurance claim. SIGN UP for a free consultation today!
When you are in need of tax preparation, Insurance, Flight, Hotels, Rental, and Cruise discounts, we are here to make things happen for you.
providing insurance products that provide high quality protection with affortable pricing.
Life Insurance is the foundation of Financial Security for you and your family. It protects your financial resources against the uncertainties of Life.
Investor and family friendly. If you want experience, then this is the title company for you. This is where other title companies send there problem deals to get done. Not just another cookie cutter company. Give us a call.
We are a multi-lines Insurance Company with over 30+, "A" Rated, providers to choose from, for either home, auto, flood, life & commercial coverage.
Our Texas accident and injury lawyers proudly represent victims in all types of personal injury cases.