Blog Posts
Letter of Instruction
Have you written one of the most helpful documents you can leave for your family members?
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
Is Today’s Market a House of Cards?
We have enjoyed a booming stock market – will it continue?
Two Truths – One Tale
Love a quick game? Love learning? Want to improve your personal finance acumen? Let’s Play!
Money Talk – July 2024
Equity Markets are Marching Higher
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.
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?
Higher Taxes? Highlights of TCJA and Rates if Sunsetted on 12/31/2025
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
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
CDs are at 5%+ – Why Risk Investing in the Market?
“Why should I invest in the market when I can get a guaranteed five percent right now?” What a great question. And with CD’s, money