Retirement Planning Archives - PCIA North Texas

Brandon McCormick In Retirement Planning

7 Ways SECURE Act 2.0 Could Affect Your Retirement

SECURE Act 2.0 was signed into law at the end of 2022. Here are a few ways it could affect your retirement. After consumers throughout America were forced to endure a harsh financial storm in 2022, the year came to a close with President Biden signing a bill intending to increase and enhance the capabilities of retirement accounts. The bill...

Will O’Rourke In Financial Planning, Retirement Planning

Living Trust Benefits

A living trust can offer an effective strategy for passing and granting assets. Here’s what you need to know! What is a Revocable Trust? A revocable trust, often called a living trust, is essentially an agreement between a trustor and a trustee. In this agreement, the trustee is granted the right to hold assets and property of the trust for...

Brandon McCormick In Retirement Planning

5 Common Mistakes to Avoid with Medicare

Medicare can be tricky, but we can help you! Here are some common mistakes to avoid! The Medicare open enrollment period has begun, so we thought it would be a great time to discuss some of the pitfalls we see beneficiaries fall into. Far too often we hear about retirees and pre-retirees who aren’t aware of how Medicare works or...

Will O’Rourke In Retirement Planning, Wealth Management

What is ESG Investing?

Investment choices made based on environmental, social and governance factors are becoming exponentially popular. The growing interest from retail investors and institutions is becoming too big to ignore. So, what is it, and how will it affect the future investing landscape? ESG investing gives investors the ability to promote change in publicly-traded companies, either directly or through sustainable exchange-traded funds...

Retirement Planning

7 Ways SECURE Act 2.0 Could Affect Your Retirement

Living Trust Benefits

5 Common Mistakes to Avoid with Medicare

What is ESG Investing?

Prime Capital Investment Advisors North Texas

Prime Capital Investment Advisors
North Texas