PLAN YOUR RIDE

RIDE YOUR PLAN THRU

RETIREMENT

Affluent Texans who want to plan their ride through retirement turn to Michael Owen.

Michael simplifies complex financial issues and helps his clients drive straight to their goals with customized financial solutions.

If you want to ride into retirement smoothly, talk to Michael to determine your best route today.

What does your perfect retirement look like ?

Why should you plan with Michael ?
 

ARE YOU A RIDER?


Michael brings 26 years of investment experience and 33 years of riding experience into a unique combination for you. He plans retirements for fellow motorcyclists, and for business owners who are riders. Click here to learn more.
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Disability Income Insurance

How much Disability Income Insurance do you need?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

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