Rick Dennis

Conservative Retirement Solutions, LLC

Articles

Einstein Quantum Compounding

February 22, 2022

Use the 4% withdrawal rule, add the inflation factor and guess what? They still cannot compete. ...

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Transparency It Had To Come We Knew It All Along

March 23, 2022

Transparency: It Had To Come We Knew It All AlongDisclosure Disclosure DisclosureOur grandson, Andrew, is a ...

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The Float, Warren Buffett, Annuities and You

February 24, 2022

Understand how Warren Buffett uses float "Float" is defined as the time delay between a bank check being ...

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Transparency: Welcome to the Future

March 21, 2022

Everywhere you look in our industry; you see changes, changes designed to be more transparent.It seems ...

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7 Shortcuts for Major Money Hassles

March 21, 2022

Hassle-free means less stress One: Ace Your RetirementBy the time you're 65, you'll need to have socked ...

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What is Probate? How does it work?

March 23, 2022

What is probate? How does it work?Simply put, probate is the re-titling (change of ownership) of ...

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Why Your Spend Down Retirement Phase Requires Planning

March 23, 2022

Many investors, especially those within ten years of retirement, look for guidance as they near the ...

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Bond Funds or Individual Bonds: Which Is Best for You?

March 21, 2022

There are both advantages and disadvantages to investing in Bonds and Bond Mutual Funds. The real reason ...

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Even “temporary” inflation can drain off large amounts of your wealth

March 23, 2022

Even “temporary” inflation can drain off large amounts of your wealth “Warren Buffet once pointed out that ...

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Should You Have Debt In Retirement?

March 21, 2022

Should You Have Debt In Retirement?"In a perfect world, you would enter retirement with your home ...

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Muni Bonds Generate Tax Free Interest - Or Do They?

March 21, 2022

Are Municipal Bonds Really Tax-Free?Municipal securities, also known as "munis," are bonds issued by governmental entities such as ...

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The Tax Deferred Annuity

March 21, 2022

A tax-deferred annuity helps manage tax liability. A tax-deferred annuity is a plan in which income tax ...

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The Zoo: Understanding Bulls, Bears, and the Deer

March 23, 2022

The Zoo: Understanding Bulls, Bears, and the DeerAnimals can help us understand how the market dictates ...

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401k Investment Tips: Essential Tools for Informed Choices

March 21, 2022

Manage your 401(k) for better performance You know that investing in your 401(k) is vital to your ...

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The New Corporate Business Plan: Outsource Pension Liability And Improve Profits

March 23, 2022

The New Corporate Business Plan: Outsource Pension Liability And Improve ProfitsI can remember the first company ...

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Are Your Boomerang Kids Retiring With You?

March 23, 2022

Are Your Boomerang Kids Retiring With You? Have you delayed retirement because of the obligation to ...

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How to Modernize Life Insurance at Retirement Time

March 21, 2022

I can remember my dad buying a house in 1962 for $9,000.To make sure the mortgage ...

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What is tax-loss harvesting and will it work for you?

March 21, 2022

“For many investors, tax-loss harvesting is one of the most useful tools for reducing capital gains ...

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Do You Know And Understand Your Risk Tolerance

March 23, 2022

Risk is the exposure to loss.The first thing to consider is What is Risk?Risk is the ...

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Charitable Gift Annuities

March 23, 2022

A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...

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Rick Dennis picture

Rick Dennis

Conservative Retirement Solutions, LLC

1800 St. James Place

Suite 303

Houston, Texas 77056

rick.dennis@retirevillage.com

(713) 206-3885

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