Financial & Retirement Planning
Your retirement should be your second childhood without parental supervision.
You should enjoy yourself -- go play, travel, have fun! Stay out late!
To do that you must have a solid financial plan that you have confidence in. Have you ever seen change like we are experiencing now? Have you ever seen deficits like we are running? Markets so volatile? The future so insecure?
If you are concerned about your financial security, please sign up for Ken's next seminar. It's designed for those of you who are at the average retirement age, which is over the age of 50. You will also get to enjoy some of the now World Famous Oatmeal Raisin and Chocolate Chunk Cookies!
Latest Email Market Alert - click here to Read
Greece Is The Word
Feb. 23rd, 2015 - The market was up last week, with the Dow Jones Industrial Average rising to all-time highs, as Greece reached a deal on its bailout program and investors speculated that the Federal Reserve will keep rates lower for longer.
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Latest Financial Tip Video - click here to Watch
Latest Press & News - click here to View
Barron’s 2015 “Top Advisor Rankings: Texas"
Barron’s 2015 “Top Advisor Rankings: Texas” recognizes Ken Moraif and Eli Dragon among the top advisors in the state. The prominent, annual ranking distinguishes regional advisors based on their work with clients and total assets.
Ken Moraif
“Integrity and dedication to each client are our top priorities. As a firm, we have a collective goal to help our clients plan for a secure financial future. I greatly value building long-lasting personal relationships with my clients. I have my own ‘peace of mind’ when my clients have their’s.”
Eli Dragon
“I enjoy working with my clients and I truly value developing a long-term personal relationship with them. When my clients enjoy their retirement years without worrying about their finances, then I have succeeded.”
Click here to see the “Top 100” list in its entirety
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Latest Radio Show Podcast - click here to Listen
February 28, 2015
1) What Worries Me The Most
2) % Drawn From Investments Changes With Your Age
3) Social Security Government Pension Offset
4) Buy-Hold Myth: Buy Good Companies And Hold For The Long Term
5) Estate Tip: Tax-Free Inheritance For Life
Listen to Our Radio Show Podcasts
Recent Financial Articles & Studies - click here for Information
Thinking About An Irrevocable Trust?
Most of us want to pass on the fruits of our labors to our heirs, and many people use trusts to accomplish that. Irrevocable trusts can be valuable estate planning tools—as long as they’re properly designed.
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