Right now, interest rates are near historical lows. As such, you might be thinking of purchasing a home or refinancing the one you have. But with so many different mortgage loan types, which do you chose? And, just like homes, mortgages come in many sizes and types. As Financial Advisors, below are some of the […]
In today’s corporate environment, cost cutting, restructuring, and downsizing are becoming the unfortunate norm, and some employers are able to offer their employees early retirement packages vs a potential reduction in force at a later date. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it […]
Approximately 68 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source: Fast Facts & Figures About Social Security, 2019) Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending on your circumstances. With that […]
Our Mid-Year Market Update Wednesday took place on July 13th at 11:30 am CST. In this 30-minute session, our team covered: Update on Global Markets Investing Amid Economic Uncertainty Planning for Higher Inflation Opportunities in Volatile Markets
Since the onset of this pandemic, we have strived to be good community stewards and as such find ourselves at another inflection point as a business. The Austin metropolitan area continues to see large increases in hospitalizations due to COVID-19 and decreasing capacity for future patients. Earlier today, Austin Public Health announced a move to […]
Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your IRA? By making what’s called a qualified charitable distribution (QCD), you can benefit your favorite charity while excluding up to $100,000 annually from gross income. These gifts, also known as “charitable IRA rollovers,” would […]
Will Wike, CFP® answers a question that we get frequently: “How do I prepare for retirement?” In this Authentic Advice video, we explore retirement readiness.
W. Eric Hehman, CFP® answers some of the most pressing questions our clients have had in recent months.
Two Rebalancing Strategies Over time, the ups and downs of financial markets can change the profile of your investment plan, leaving you with more risk than you would like, or less growth potential than you need. Both of which can be detrimental to your long-term financial plan. When we return, I will share with you […]
What’s your disaster plan? Many of us are feeling the financial and operational shocks of Covid-19. A couple of years ago we went through ‘disaster’ planning, also known as ‘contingency’ planning, and we still do it every year. While we could not have predicted what would or could cause us to move the firm to […]