Michael Masor
Clearwater Financial Group
Articles
Lowering Healthcare Costs in Your Golden Years
March 29, 2024
Being proactive about your health is a matter of improving your quality of life and a ...
Red Flags to watch out for in Financial Advisors
February 21, 2024
Retirement planning is a critical aspect of financial well-being, demanding careful strategy and expert guidance. A ...
The State, Your Stuff, and the Cost of Aging
January 10, 2024
Disclaimer: Medicaid rules will differ from state to state. Make sure you fully understand the benefits ...
How the 2024 Social Security COLA Affects Your Finances
December 16, 2023
For millions of Americans, the 3.2% cost-of-living adjustment (COLA) to Social Security benefits in 2024 brings ...
Gray Divorce and Its Impact on Retirement Savings
November 28, 2023
Divorce, often a challenging experience emotionally and logistically, also poses significant financial implications, particularly for those ...
Holistic Retirement Planning
October 28, 2023
“Holistic - characterized by the belief that the parts of something are interconnected and can be ...
Unveiling the Comprehensive Benefits of Fixed and Fixed Indexed Annuities
September 28, 2023
The Powerhouse of Financial Security Navigating the uncertain landscape of today's financial markets may be a ...
A Guide for Making Safe and Informed Choices on Annuities
August 31, 2023
Annuities may serve as a powerful financial tool for those looking to secure a stable, long-term ...
Securing Your Finances as a Retiree
June 29, 2023
Frequently Asked Questions 1. What is the best way to manage my finances in retirement? Effective ...
Choosing a Financial Advisor
April 26, 2023
The Importance of Finding Someone Experienced with Annuities An annuity is a contract between an individual ...
Retirement Success Is Not Guaranteed By Money
February 23, 2023
When the topic is retirement, the conversation is typically centered around money. We discuss ways to ...
It's Always Wise to Include Annuities
March 24, 2021
"Offering retirees the chance to obtain tax-deferred growth and guaranteed income in retirement, annuities should always ...
The Rule of 752: Use It To Change Your Spending Habits For A Prosperous Retirement
September 22, 2020
There's a gremlin nibbling away at your wealth as fast you can accumulate it. It's a ...
10,000 Baby Boomers Retire Each Day
January 30, 2021
10,000 new baby boomers retire each day. Think about it: Many people don’t get defined ...
A Compelling Story: Fixed Index Annuities
July 21, 2020
How would you like to play poker where the casino told you they would guarantee you ...
A Gold Watch And Lifetime Income
March 7, 2019
Pensions have evolved to self-directed retirement planning I grew up in steel country in Western Pennsylvania. ...
A La Carte Planning Don't Be A Victim
March 26, 2023
A dangerous phenomenon is happening within the financial services industry. For years marketing gurus taught the ...
A New Idea That Has Been With Us For Over 200 Years
August 14, 2019
“Only money left over after paying taxes can be spent. For the average person in the ...
A New Identity in Your Golden Years
November 28, 2023
Retirement marks a significant milestone, anticipated as a time of freedom and enjoyment. Yet, it can ...
A New Year, A New You
January 10, 2024
Embracing Positivity With Smarter Finances As the confetti settles and the calendar flips to "2024," a ...
Michael Masor
Clearwater Financial Group
24285 Katy Freeway
Suite 300
Katy, Texas 77494
michael@clearwaterfinancialgroup.com
(832) 278-3195
Sign up for our newsletter.
Safe Money insights and tips sent to your inbox twice a month.
Sign Up Now!