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312 N Center St
New Boston, TX 75570

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Joe Dike

(903) 628-4272

 
Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

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

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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