Rick Dennis

Conservative Retirement Solutions, LLC

Articles

Savings Bonds and Tax Deferral

February 23, 2022

Savings Bonds and Tax Deferral Savings Bonds and tax liability, make sure you understand the details. The ...

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Does Your Financial Plan Have A Cavity?

March 23, 2022

Regardless of age, oral health plays a massive role in your physical health and wellbeing. This is ...

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Retirement Planning With Overlooked Expenses

February 17, 2022

When Planning, Don’t Forget These Often Overlooked Retirement Expenses“There is a massive disconnect between how much ...

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Making Retirement Savings Last

March 23, 2022

What is the number one worry for retirees?Not having enough money saved to last them in ...

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Look Out For The Falling Stock Market

March 25, 2022

Remember, years ago when dad went to work at the company, he received a livable wage, ...

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How To Understand Insurance Company Financial Ratings

March 21, 2022

An annuity or a life insurance policy is a long-term financial contract, and consumers who wish ...

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The Good News: The Longer You Live, The Longer You Live

March 21, 2022

The Longer You Live, The Longer You Live“I have felt for a long time a sense ...

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The Best Time for Tax Planning

March 21, 2022

Following some of these tax-savvy strategies can help you save moneyTax planning involves far more than ...

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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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What Are Annuities?

March 21, 2022

What Are Annuities?In its simplest definition, an annuity is a written contract between the annuity owner ...

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Beneficial Long Term Capital Gain Tax Rates

March 21, 2022

Did you know the tax law changed on Capital Gains? Do you know how important it ...

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Avoiding Future Family Squabbles By Getting Started With Basic Estate Planning

March 21, 2022

Get Started with Basic Estate Planning Once you undertake the process, decisions need to be made and ...

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Minimizing Probate By Using a POD and a TOD

March 23, 2022

Use ‘Transfer on Death’ Form to Avoid Probate CourtAvoiding probate can be tricky, but you might ...

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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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What Happens to your social security when you die?

March 21, 2022

What Happens To Your Social Security When You Die? What happens to your Social Security when ...

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Sequence Of Returns Risk

March 23, 2022

The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...

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How much money do I need in retirement?

March 23, 2022

"One of the thorniest issues facing retirees is how to determine much money they will be ...

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Is Your Retirement Income A Guess Or A Guarantee

October 1, 2022

When planning retirement, do you depend on projections based on future conditions, or do you plan ...

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Should You Downsize When You Retire?

March 23, 2022

If you plan to sell your current home and move to a smaller one after retirement, ...

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Variable Annuities | Tips to fully understanding variable annuities

March 23, 2022

Variable Annuities | Tips to fully understanding variable annuitiesBeware of the fees, expenses, and lack of ...

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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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