Skip to main content
menu
  • Home
  • About
    • Our Process
    • Who We Serve
    • What We Do
  • Our Services
    • Tax Free Income & Insurance Planning
    • Financial Planning
    • Women in Transition
    • Financial Planning for Business Owners
  • Resources
    • Financial Calculators
    • Blog
    • Useful Links
  • Contact

Blog

Two women meeting in an office space.
Tracy Valero | Aug 21, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More
Man sitting on bench in park
Tracy Valero | Aug 7, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
Read More
Woman with graduation cap looking at the sky
Tracy Valero | Aug 1, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Tracy Valero | Jul 17, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
Read More
Parent reading a book to their newborn child
Tracy Valero | Jul 3, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
Two elderly people sitting on a bench looking at the sea
Jeremy Valero | Jun 19, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
Read More
A man sitting on a bench watching a plane take off
Jeremy Valero | Jun 7, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
Read More
Ten key accounting calculator on a soft yellow desk
Jeremy Valero | Feb 27, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Toddler standing at the bottom of a stone staircase
Jeremy Valero | Feb 27, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More
A calculator and a pen on top of a graph
Jeremy Valero | Feb 27, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Read More
Man sitting on a park bench and working on a laptop
Jeremy Valero | Feb 27, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Current page 5

Contact Us

Phone: 713-588-0136
Email: sapphire@sapphireinvestmentservices.com

   

Get in Touch

Securities And Advisory Services Offered Through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 LPL Financial Form CRS | Legal, Privacy, Copyright and Trademark Information

© 2025 Sapphire Investment Services All rights reserved.