These are audio versions of the blog content we provide on our website. Investec is an independent, boutique wealth management firm based in Houston, TX. We have been serving affluent families with over $1M in investable assets since 1984. We specialize in working with Retirees, ExxonMobil professionals as well as those who have become Suddenly Single. We invite you to consider our forward-looking approach to wealth management. Learn more at investecwealth.com
Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)
You’re an ExxonMobil retiree and about to turn 65. You need to make a decision about health insurance. You can move seamlessly from the ExxonMobil Retiree Medical Plan option to the ExxonMobil Medicare Primary Option (MPO), also known as a Medicare Advantage plan, or you can opt-out of the MPO and go into traditional Medicare. How should you make the decision? What are the differences or key variables you should consider? This is the audio version of a blog posted on our website (investecwe...
27 Aug 2021
You’ve Left ExxonMobil—What About Your ExxonMobil Savings Plan Account?
If you’ve ever left an employer in whose 401(k) plan you participated, did you make an informed decision about what to do about your account? We offer five objectives to help decide what’s right for you. But please, don’t just forget you have the account! This is the audio version of a blog posted on our website (investecwealth.com) on August 27, 2021. The blog post itself can be found here. Disclaimer: The information provided here is general and intended as educational in nature. It is n...
10 Aug 2021
A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability
As we grow older, I suspect we all have moments in which we wonder whether we’re experiencing normal forgetfulness…or are we showing the first signs of dementia? We may joke about it, but we have to think about the possibility if we’re realistic. Here are four steps to take to prepare yourself and your loved ones for the possibility you may at some point suffer from diminished mental capability or be at increased risk of financial exploitation. This is the audio version of a blog posted on ...
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