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Friday, July 19, 2019

Life happens. Every now and again, life throws us a curve ball and puts us in a financial bind. Although there are features established by the IRS that may permit you to access your funds before retirement, there are requirements that...

 

Thursday, April 18, 2019

When giving presentations at schools, one of the first questions I ask teachers is whether or not they are contributing to Social Security. A pop-quiz! Many often say yes or they don't know. Texas is one of 15 states where public...

 

Wednesday, January 23, 2019

Before you read anything else, you should know that I operate in a no judgement zone about your personal finances. I know how difficult it can be to ask for help. I entered this profession to help others by sharing what I know. If you...

 

Tuesday, December 4, 2018

At Dearborn & Creggs, we have been working with Texas educators and city and county employees for 30 years. As a result, we have made it our business to support our clients with their state pensions. I will use the Teacher Retirement...

 

Friday, October 12, 2018

Congratulations! You've worked hard throughout your career and are ready to close one chapter and open another. We all have ideas about what our retirement will look like -- maybe you are interested in cross-country travel, starting a...

 

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Monday, August 6, 2018

My parents both worked downtown El Paso. They had a small 4-bedroom house (pictured), two cars, two kids, a few dogs -- pretty normal, right? Depends whose eyes you're looking through. As a kid, I don't think I had enough of a...

 

Friday, July 20, 2018

I think about all the times in my life when I thought I knew more than those who'd come before me -- be it my parents, coaches and managers. As I have matured, I’ve come to appreciate the wisdom I’ve gained from others --...

 

Thursday, July 5, 2018

When it rains it pours. You’ve heard the expression. Growing up, I heard my family say this time and again -- mostly when we found ourselves in some sort of financial pickle. Whether it be the dog getting sick, the car breaking...

 

Wednesday, May 23, 2018

Many of you know I served as a teacher, college counselor, and director of alumni prior to becoming a financial advisor. Deciding to become an educator was an easy decision for me. Simply put, I wanted to help students like me. There was...

 

Friday, April 6, 2018

Are you on track for retirement? Statistically speaking, not likely. Today, most Americans have less than $1,000 saved for retirement and 50% have nothing saved (Economic Policy Institute, 2016). There are several reasons we...

 

Tuesday, February 20, 2018

My values drive my decisions We all value different things and therefore will choose to spend our money accordingly. I am a true believer that you can have anything you want in this world -- fine dining, high-tech gadgets, annual...

 

Tuesday, November 21, 2017

I love when my clients ask me this question because it tells me that they’re taking more control of their finances! There are no real shortcuts to debt payoff, but you can definitely take an approach that will help you expedite...

 

Tuesday, September 19, 2017

Serving as a teacher in Houston has been one of my greatest honors. I became a teacher because I wanted to wake up every day knowing that my work mattered -- I wanted to be an example to my students and their families while having the...

 

Thursday, September 7, 2017

Dearborn & Creggs Investment 77 Sugar Creek Center Blvd # 590 Sugar Land, TX 77478 Dear Mr. Jacobson, Words can’t begin to convey the gratitude that the Houston Area Alliance of Black School Educators (HAABSE) feels for you. You...

 

Tuesday, August 15, 2017

This is one of the top questions I get from my clients. And I get it, we’re grown! I went through the home buying process myself not too long ago. When I ask why people are interested in buying a home, they often say something...

 

Monday, August 7, 2017

Retirement planning may not be for the faint of heart, Particularly for public school staff and teachers Referred to me by a client, Maria, called with an edge of panic in her voice. "I think I messed up. Until recently, my retirement...

 

Tuesday, May 2, 2017

We all grow a little wiser each year. In a recent post, I wrote about how I learned some of my greatest lessons in life from my childhood experiences. Good or bad, experience teaches us -- think about the first time you burned your...

 

Monday, April 10, 2017

You've heard it before (adulting) and if you're a part of my generation, it's likely about to or already has hit you like a brick wall. Not everybody needs life insurance but chances are, you do. Nothing can prepare you for the loss of...