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How To Select A Financial Advisor

December 22, 2021 by Robert Seal

how to select a financial advisorTypes of Financial Advisors (and which ones you should avoid) Types of Advisors Before beginning your search, it is essential to understand the difference between financial professionals, many of which may be called "financial advisors." We've all gone to the doctor's office, but just because they are in the business of medically healing patients, not [...]

Filed Under: 401k, 401k Plans, Fiduciary, Financial Advisor, Investment Management, IRA, Registered Investment Advisor, Retirement, Wealth Management

Are Your Beneficiary Designations Up to Date?

September 27, 2018 by Nick 28 Comments

beneficiary-designation-goff-financial-houston

Here’s a simple financial question: Who is the beneficiary of your IRA? How about your 401(k) or annuity? You may be saying, “I’m not sure.” It is a good idea to periodically review your beneficiary designations. Your choices may need to change with the times. When did you open your first IRA? When did you […]

Filed Under: Estate Planning, Financial Advisor, IRA, Retirement, Roth IRA, Trust Funds, Wealth Management Tagged With: beneficiary

Starting a Roth IRA for a Child or Grandchild

August 21, 2018 by Nick 28 Comments

Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You could help your child or grandchild save for future goals by assisting them to create and fund a Roth IRA. So many people wish they had begun saving for retirement […]

Filed Under: Estate Planning, Inherited IRA, Investing, IRA, Retirement, Roth IRA, Uncategorized, Wealth Management

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The Goff Financial Group
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