Business School

Bush Wealth Management: Will Social Security be around for me?

Bush Wealth Management: Will Social Security be around for me?

| April 7, 2017 | 0 Comments

Will Social Security be around for me? Is the Social Security bucket really running out? Does it already benefit me? Listen in to Kent Patrick as he gives us a brief message about Social Security and maybe this will answer some millennials questions.

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Investing for Major Financial Goals

Investing for Major Financial Goals

| March 28, 2017 | 0 Comments

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re […]

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What Does Medicare Cover?

What Does Medicare Cover?

| March 20, 2017 | 0 Comments

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and some younger people with disabilities or certain health conditions. You can get Medicare coverage either by enrolling in Original Medicare or a Medicare Advantage Plan like an HMO or a PPO. Original Medicare is divided into hospital […]

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Bush Wealth Management: March Economic Update

Bush Wealth Management: March Economic Update

| March 17, 2017 | 0 Comments

Stacy Bush from Bush Wealth Management as he gives an economic update for the month of March. He’ll discuss financial headlines from the previous month and provide some insight into what may happen this month, and what it means for investors.

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Bush Wealth Management: 401(k) Options After Changing Jobs

Bush Wealth Management: 401(k) Options After Changing Jobs

| March 10, 2017 | 0 Comments

Have you recently changed jobs or stopped working? Maybe you’ve got a 401(k) with your previous company that you had been contributing to. Are you aware of the choices that you have since you are no longer working there? There are certain decisions you will need to make in order to avoid potential taxes or […]

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Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

| March 8, 2017 | 0 Comments

High-net-worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenants of investing apply equally to them as with any other investor, but the affluent investor needs to be mindful of issues that typically arise only from substantial wealth. Let’s examine a few of these. Being Too Conservative — […]

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Converting a Traditional IRA to a Roth

Converting a Traditional IRA to a Roth

| January 31, 2017 | 0 Comments

Converting is relatively simple. You start by notifying your existing traditional IRA trustee or custodian that you want to convert all or part of your traditional IRA to a Roth IRA, and the custodian/trustee will provide you with the necessary paperwork. You can also open a new Roth IRA at a different financial institution, and […]

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How Grandparents Can Help Grandchildren with College Costs

How Grandparents Can Help Grandchildren with College Costs

| January 20, 2017 | 0 Comments

As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what’s predicted to be trillions of dollars over the coming decades. Helping to pay for a grandchild’s college […]

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Investing as a Couple: Getting to Yes

Investing as a Couple: Getting to Yes

| January 12, 2017 | 0 Comments

In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. You may be risk averse, while your spouse may be comfortable investing […]

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The Bush Wealth Advantage: The Spending Plan (Budget)

The Bush Wealth Advantage: The Spending Plan (Budget)

| January 5, 2017 | 0 Comments

What Is The Spending Plan? Your spending plan is essentially your budget. By using a more positive name, you can escape the feeling of restriction that often accompanies the term budget. Your spending plan is a tool to help you achieve financial goals that otherwise might seem impossible to reach. It is a way to take charge […]

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