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8866 Gulf Freeway, Suite 250-G
Houston, TX 77017
Phone: (713) 859-2228
Fax: (713) 944-1190

Blanca E. Blanco,
Financial Advisor
Habla Español

Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

RETIRED WOMEN CONCERNED ABOUT NOT MAKING “WISE” FINANCIAL CHOICES

Are you a retired woman who has experienced a loss and is left with the challenge of making investment decisions alone?  Are you a woman who is in overwhelm with having to make these financial choices by yourself, and you are afraid you may lose all your hard-earned funds and not be able to provide for yourself or your household?


If you are woman who feels that she has nowhere to turn and is so overwhelmed in making those financial decisions, I am passionate about helping you.  It’s time to have the peace of mind and security you deserve, and it's time to have a trusted partner who helps you make the right decisions in protecting your investments and who helps you make the right investment choices.


Isn’t it frustrating knowing that you have the right to achieve your financial goals by making wise and good choices, and knowing with those choices that you’ll be secure and protected for the rest of your life?


It wasn’t too long ago that I was in the same position, not knowing what to do and afraid that I’d make the wrong investment choices.


Today, as your trusted financial partner, I can help you understand how to “hold on” to your hard-earned assets and invest wisely so that you can live securely for the rest of your life. You, too, can do it and you deserve success!


Call me at (713) 859-2228 for a free 10-minute call, or e-mail me at blanca.blanco@ceteraadvisors.com for a discovery appointment to learn more.

Financial Planning

Retirement
Tax Strategies
401(k)
403(b)
College Planning
Estates
Money Purchasing
Profit Sharing

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Financial Investments

Bonds
Common Stocks
Educational
Traditional
Roth
SEP
Simple IRA's
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Annuities

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Financial Insurance

Long-Term-Care
Disability Income
Level Term Life Insurance
Decreasing Term Life Insurance
Whole Life Insurance
Universal Life Insurance

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Financial Advisors that can Plan for Your Financial Future through Investment, Financial Planning, and Insurance

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 financial 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. 

Financial Planning such as Retirement; Tax Strategies; 401(k); 403(b); College for someone; Estates; Money Purchasing; or Profit Sharing are of utmost importance to plan for in the future. Financial Investments such as Bonds; Common Stocks; Educational, Traditional, Roth, SEP, Simple IRA's; Brokerage Accounts; Treasury Bills; Government Securities; Treasury Notes; or Variable Annuity. Our Financial Advisors offer insurance just in case you are struck down with Long-Term-Care, Disability Income, or God forbid you are not with us anymore and Life Insurance is the only way your friends or family can survive. We have the ability to make sound investments for today and your financial future.  

Our website 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. Once you post your questions to us we'll get back to you quickly with thoughtful answers to your financial future. Our first priority is helping you take care of yourself and your family. 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.

Helpful Content

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

 

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

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Choosing a Mortgage

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

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

16 Wall Street Cliches in 60 Seconds

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

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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