Investment Management Firms Humble TX

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Ms. Charlotte A. Wilson, CFP®
(281) 852-8555
5616 FM 1960 Rd E Ste 250
Humble, TX
Firm
Lake Houston Tax & Bookkeeping

Data Provided by:
Ms. Geraldine M. Castor-Brooks, CFP®
(713) 419-4409
2303 Villa Creek Dr
Kingwood, TX
Firm
Geraldine M. Castor-Brooks, CPA
Areas of Specialization
General Financial Planning, Small Business Planning, Tax Planning, Tax Preparation
Key Considerations
Profession: Business Executives

Data Provided by:
Mr. Richard P. Epley, CFP®
(281) 361-6282
1500 Buttercup Ln
Kingwood, TX
Firm
Pangeneric Corporation

Data Provided by:
Christine Elsea Mandojana, CFP®
(202) 657-4875
6 Holley Ridge Dr
Kingwood, TX
Firm
Brenner & Elsea-Mandojana, LLC

Data Provided by:
Mr. Peter B. Roth, CFP®
(281) 973-8816
800 Rockmead Dr Ste 120
Kingwood, TX
Firm
Roth Financial Partners, LLC

Data Provided by:
Mr. John B. Rogers, CFP®
(281) 465-2203
123 W. Main ST
Humble, TX
Firm
Wells Fargo Advisors

Data Provided by:
Mr. Matthew H Prucha, CFP®
(713) 816-6677
1710 W Lake Houston Pkwy Ste 190
Kingwood, TX
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Bruce D. Wise, CFP®
(281) 360-9473
1801 Kingwood Dr. #160
Kingwood, TX
Firm
Williams Financial Group of Kingwood
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Life Planning, Retirement Income Management, Retirement Planning, Social Security Planning, Sudden Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Jonathan L. Blakelock, CFP®
(281) 360-3380
4365 Kingwood Dr
Kingwood, TX
Firm
Edward Jones
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. O. Douglas Johnson, CFP®
(281) 446-5959
1420 FM 1960 East Bypass Ste 106
Humble, TX
Firm
O. Douglas Johnson, CFP

Data Provided by:
Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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