Money Talk – October 2024
The Broadening Rally and Election Woes
Money Talk – October 2024 Read More »
Financial Planning
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 »
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 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 »
And Baby Makes Three (or Four)!
What to Financially Expect When You are Expecting!
And Baby Makes Three (or Four)! Read More »
Financial FOMO – Fear of Missing Out – YOU Too?
Does the grass sometimes look greener on the other side? Friends and neighbors just cashed in on the investment of a lifetime?
Financial FOMO – Fear of Missing Out – YOU Too? Read More »
When Can I Retire? What Does Life Look Like When I Do?
One of the first questions many people ask us is, “When can I retire?” While we are grateful that people are asking us this question before they have already retired (versus after and then subsequently wondering if they’ll run out of money), it is important to note that the concepts around retirement are fortunately shifting. Many people instead are asking, “How can I live a longer and more satisfying life with the resources I have in place?”
When Can I Retire? What Does Life Look Like When I Do? Read More »