Frank Richardson

(713) 960-6205

Should I Invest In REITs? The Fed and How It Got That Way The Cycle of Investing Events on Wall Street
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Houston Retirement Guy's Mission

Houston Retirement Guy is a financial services firm that assists clients address their retirement nest eggs. Frank helps clients develop investment strategies using various investment services. Houston Retirement Guy provides strategies for portfolio diversification, risk mitigation, wealth preservation, principal retention, and income generation.

If you live in the greater Houston, Texas area (Houston, Katy, Sugarland, Memorial, Galleria, River Oaks, Tanglewood, The Woodlands, Cypress, Galveston Bay area, Clear Lake), call now to schedule a complimentary consultation to review your financial goals and discuss retirement strategies. Call: 713-960-6205. Or plan to attend an upcoming financial planning workshop hosted by Frank Richardson.

Helpful Content

The New Red Scare: Chinese Ownership of U.S. Debt

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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