Two Truths – One Tale
Love a quick game? Love learning? Want to improve your personal finance acumen? Let’s Play!
Two Truths – One Tale Read More »
Love a quick game? Love learning? Want to improve your personal finance acumen? Let’s Play!
Two Truths – One Tale Read More »
Where’s the #1 place in America to live? According to The Today Show (and me), it’s Round Rock, Texas. Thank you @Jake Ridley for this article describing the different flavors of financial advisors and considerations when choosing one.
Why I’m a Fee-Only Advisor in Round Rock, TX Read More »
Spring and early summer are filled with many opportunities for celebrations and are popular times for a variety of planned transitions in our lives.
Grads, Moms and Dads, Babies and Brides! Tis the Season! Read More »
Property Tax Protest Season is upon us! Is it appropriate for your situation? Some facts and tips to help you decide.
Property Tax Protest Anyone? Read More »
You may have an exercise program, skin care routine, and/or spiritual renewal commitments. But what about financial self-care routine?
Women and Finance: Financial Self-Care – Not Quite a Bubble Bath but Far More Impactful! Read More »
Tax Planning for the Years Ahead – A Reminder of the TCJA Tax Laws Scheduled to Sunset With the end-of-year tax planning season knocking on our doorstep, we offer these reminders of potential tax increases looming in just two years. The Tax Cuts and Jobs Act (TCJA -aka Trump Tax Laws) which was passed in
Higher Taxes? Highlights of TCJA and Rates if Sunsetted on 12/31/2025 Read More »
Losing a loved one is an extraordinarily difficult experience. During this trying time, you must still complete a variety of tasks and make important financial decisions. We offer this as a guide to assist throughout the process.
Managing the Affairs of a Loved One Read More »
The rollercoaster ride of 2023 was a poignant reminder of a few of the most fundamental investment lessons we impart upon our clients (and ourselves).
Three Important Investment Lessons of 2023 Read More »
What to Financially Expect When You are Expecting!
And Baby Makes Three (or Four)! Read More »