Blog Posts

One Big Beautiful Bill Act
New Law, New Landscape: Navigating the Big Beautiful Bill’s Financial Impact In a landmark moment for tax and social policy, the One Big Beautiful Bill

Money Talk – July 2025
A Solid First Half of the Year Despite an otherwise choppy start to the year, equity markets have had quite an incredible rally from the

Money Talk – April 2025
2025 in Full Swing – Volatility Has Arrived So far, 2025 has been off to a rocky start with market downside accelerating in recent trading

Property Tax Protest
Homeowners across the country have witnessed a sharp rise in property values over the past decade. With higher property values come higher property tax bills.

Worried About Tariffs? Let’s Look at the Facts.
A Look at Tariffs, Market Swings, and the Power of Patience. Have You Checked Your Portfolio Lately? With the recent tariff news and economic uncertainty,

WEP/GPO Repeal (Social Security)
An enormous Social Security change just happened. Are you one of the 3 million this impacts?

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

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.