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

When Do You Need a Will?

When Do You Need a Will?

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

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Lifetime of Earnings

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

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

Your Cash Flow Statement

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

Managing Your Lifestyle

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

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Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Rightsizing for Retirement

What does your home really cost?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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