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312 N Center St
New Boston, TX 75570

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Joe Dike

(903) 628-4272

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Helpful Content

The Power of 401k Catch-Ups

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

The Big Pause

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

What to Expect in Your First Year of Retirement

What to Expect in Your First Year of Retirement

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

 

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Passing Down Financial Values as a Part of Your Legacy

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

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What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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