Brett Carleton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heritage Wealth Management in Houston, TX and the surrounding communities.
The great entrepreneurial idea is there, along with the drive to turn that idea into a viable business. Finances are the X factor. The ultimate...
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Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...
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“We have been persuaded to……Spend money we don’t haveOn things we don’t needTo create i...
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Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
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A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...
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Pre-bankruptcy CounselingUnder the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA), individuals hoping to file a...
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When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
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It's unlikely the real estate market will return to the fever pitch of the mid-2000s anytime soon – and maybe that's not such a bad thing. But...
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of...
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