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4415 Denmere Court
Kingwood, TX 77345

McCoy Wealth Management

281-608-7485

 
When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Customized Financial Strategies To Help Plan For Your Future

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time and knowledge to build and manage one that can grow with you over the years as your financial situation, needs, and objectives change. But without a up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

I am Ken McCoy of McCoy Wealth Management. I am an independent financial advisor dedicated to assisting clients with their long-term investment needs. With more than 30 years of experience, I offer comprehensive investment management and financial strategies coupled with unbiased advice and recommendations. I provide comprehensive wealth management, but specialize in helping families and small businesses plan for transitions such as education planning and retirement. My utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life.

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

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

 

TIPS for Inflation

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

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

What to Look for in Personal Finance Apps

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

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

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How Compound Interest Works

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Your Cash Flow Statement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

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

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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