Blog Archives

7 Truths That Every Successful Investor Knows

By Byron Ellis February 20, 2019

“A wise person should have money in their head, but not in their heart.” – Jonathan Swift I’ve always been interested in money. Not in a selfish way…more in a desire to learn as much as I can, so I can make the best decisions for myself and family. I’ve learned a lot. The world of finance is endlessly complex and ever-changing; you could spend your entire life studying it and never understand how all of it works. Many people have. But you don’t need…
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5 Secrets to Creating Retirement Income

By Byron Ellis February 12, 2019

“Don’t let money run your life, let money help you run your life better.” – John Rampton “How does it work?” That’s the big question I’m always asked. By the time you are ready to put in your final notice, you’ve got money squirreled away in a million different places; 401(k)s, IRAs, Roth IRAs, brokerage accounts, savings accounts…the list goes on. And all you really want to know is, “How do I actually take the money out?” You love the idea of creating a monthly…
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A Freelancer’s Guide to Saving for Retirement

By Byron Ellis February 11, 2019

Byron was recently featured in HerMoney discussing retirement planning for freelancers. Here’s an excerpt from the article: “When you have a regular job, it’s easy to save for retirement, you just check a box,” says Byron Ellis, a Certified Financial Planner and managing director at United Capital in The Woodlands, Texas. “When you’re on your own, there’s no HR, and you have to set it up and do it yourself.” Click below to read the full article! A Freelancer’s Guide to Saving for Retirement