Investec Wealth Strategies

Investec Wealth Strategies
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Investec Wealth Strategies

These are audio versions of the blog content we provide on our website. Investec is an independent, boutique wealth management firm based in Houston, TX. We have been serving affluent families with over $1M in investable assets since 1984. We specialize in working with Retirees, ExxonMobil professionals as well as those who have become Suddenly Single. We invite you to consider our forward-looking approach to wealth management. Learn more at investecwealth.com

  1. Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)

    04/10/2021

    Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)

    You’re an ExxonMobil retiree and about to turn 65. You need to make a decision about health insurance. You can move seamlessly from the ExxonMobil Retiree Medical Plan option to the ExxonMobil Medicare Primary Option (MPO), also known as a Medicare Advantage plan, or you can opt-out of the MPO and go into traditional Medicare. How should you make the decision? What are the differences or key variables you should consider? This is the audio version of a blog posted on our website (investecwe...

    14 phút
  2. You’ve Left ExxonMobil—What About Your ExxonMobil Savings Plan Account?

    27/08/2021

    You’ve Left ExxonMobil—What About Your ExxonMobil Savings Plan Account?

    If you’ve ever left an employer in whose 401(k) plan you participated, did you make an informed decision about what to do about your account? We offer five objectives to help decide what’s right for you. But please, don’t just forget you have the account! This is the audio version of a blog posted on our website (investecwealth.com) on August 27, 2021. The blog post itself can be found here. Disclaimer: The information provided here is general and intended as educational in nature. It is n...

    9 phút
  3. A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability

    10/08/2021

    A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability

    As we grow older, I suspect we all have moments in which we wonder whether we’re experiencing normal forgetfulness…or are we showing the first signs of dementia? We may joke about it, but we have to think about the possibility if we’re realistic. Here are four steps to take to prepare yourself and your loved ones for the possibility you may at some point suffer from diminished mental capability or be at increased risk of financial exploitation. This is the audio version of a blog posted on ...

    9 phút
  4. 4 Steps to Maximize What Goes Into Your EMSP in 2021

    22/07/2021

    4 Steps to Maximize What Goes Into Your EMSP in 2021

    News that ExxonMobil will resume the company match to the ExxonMobil Savings Plan in October gives you a planning basis for maximizing after-tax dollars going into your account. If you're inclined to max out, follow along here to calculate the amount you can contribute as a Special Contribution. This is the audio version of a blog posted on our website (investecwealth.com) on July 22, 2021. The blog post itself can be found here. Disclaimer: The information provided here is general and int...

    8 phút
  5. Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are 4 Areas to Review Right Now

    12/07/2021

    Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are 4 Areas to Review Right Now

    Life has likely felt like a whirlwind since the pandemic started. While adjusting to the new normal, it’s possible your insurance coverage has not been top of mind. But in reality, you could be missing out by not reevaluating your current coverage. Here are four insurance areas you should reevaluate right away. This is the audio version of a blog posted on our website (investecwealth.com) on July 13, 2021. The blog post itself can be found here. Disclaimer: The information provided here is...

    4 phút
  6. Money Is… 4 Reasons Why You Should Work With a Financial Advisor

    22/06/2021

    Money Is… 4 Reasons Why You Should Work With a Financial Advisor

    At its core, financial advice helps you with your money. What is it about your money that makes it susceptible to help? This blog explains why folks in mid- to late-career who are accumulating retirement savings should be working with a competent financial advisor. This is the audio version of a blog posted on our website (investecwealth.com) on June 22, 2021. The blog post itself can be found here. Disclaimer: The information provided here is general and intended as educational in nature....

    8 phút
  7. Understanding Inflation in 2021: What Investors Need to Know

    08/06/2021

    Understanding Inflation in 2021: What Investors Need to Know

    Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments. This is the audio version of a blog posted on our website (investecwealth.com) on June 8, 2021. The blog post itself can be found here. Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be...

    6 phút
  8. Now That It's Up, Should You Sell Your ExxonMobil Stock?

    25/05/2021

    Now That It's Up, Should You Sell Your ExxonMobil Stock?

    Whether to sell appreciated shares of XOM in the ExxonMobil Savings Plan is a tough question. Here are four questions we think XOM shareholders should consider as they think through next moves in their portfolio. This is the audio version of a blog posted on our website (investecwealth.com) on May 25, 2021. The blog post itself can be found here. Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax...

    9 phút
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Giới Thiệu

These are audio versions of the blog content we provide on our website. Investec is an independent, boutique wealth management firm based in Houston, TX. We have been serving affluent families with over $1M in investable assets since 1984. We specialize in working with Retirees, ExxonMobil professionals as well as those who have become Suddenly Single. We invite you to consider our forward-looking approach to wealth management. Learn more at investecwealth.com

Thông Tin

  • Nhà sáng tạo
    Investec Wealth Strategies
  • Năm hoạt động
    2020 - 2021
  • Tập
    35
  • Xếp hạng
    Thô tục
  • Bản quyền
    © 2024 Investec Wealth Strategies
  • Trang web chương trình
    Investec Wealth Strategies

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