Blog Posts
TCJA Sunset? Or Maybe Not So Fast
With the election results in, TCJA sunset thinking may change.
The ABC’s of Gifting Appreciated Securities
Tax-Advantaged Giving Anyone? There are probably nearly as many ways and reasons to give as there are organizations and individuals seeking support. Our time, skills
The Clock is Ticking! Year-End Tax Strategies
What’s the #1 service people wish their financial advisor would provide? Tax planning According to a recent survey, 90% of the nearly 1,600 investors surveyed
Money Talk – October 2024
The Broadening Rally and Election Woes
Investor Alert: Artificial Intelligence (AI) and Investment Fraud
Steps you can take to keep your money safe and protect yourself – an alert from the SEC
Letter of Instruction
Have you written one of the most helpful documents you can leave for your family members?
Is Today’s Market a House of Cards?
We have enjoyed a booming stock market – will it continue?
Women and Finance: Financial Self-Care – Not Quite a Bubble Bath but Far More Impactful!
You may have an exercise program, skin care routine, and/or spiritual renewal commitments. But what about financial self-care routine?
Two Truths – One Tale
Love a quick game? Love learning? Want to improve your personal finance acumen? Let’s Play!
Why I’m a Fee-Only Advisor in Round Rock, TX
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
Grads, Moms and Dads, Babies and Brides! Tis the Season!
Spring and early summer are filled with many opportunities for celebrations and are popular times for a variety of planned transitions in our lives.
Property Tax Protest Anyone?
Property Tax Protest Season is upon us! Is it appropriate for your situation? Some facts and tips to help you decide.
Managing the Affairs of a Loved One
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
Three Important Investment Lessons of 2023
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).
And Baby Makes Three (or Four)!
What to Financially Expect When You are Expecting!
Women and Wealth – A Path to Financial Freedom
We recently had the honor at presenting at the inaugural FIERCE conference – an organization founded by and for women. Their mission is to accelerate