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 2023 Outlook Webinar took place on Wednesday, January 11th at 11:30 am CST. In this 45-minute session, our team covered: Assessing Global Markets After a Challenging Year Economic Crossroads: Interest Rates and Inflation Looking Ahead in the Markets: 2023 & Beyond A recording of the webinar is available to watch below:
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 […]
Charitable giving is a wonderful way to support the causes you care about while also getting a tax break. As we move through this year, now is the time to make sure you’re documenting your 2020 deductions properly and planning for your 2021 charitable giving.
Are you a better-than-average driver? Chances are, you answered yes. That’s because nearly 3/4 of people think they are better than average drivers. Besides being mathematically impossible, this statistic is an example of overconfidence and is just one illustration of how certain biases can influence our thought patterns. In this video, we’ll take a look […]
Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Identity thieves can use your personal information to open fraudulent accounts and steal your money through unauthorized purchases and withdrawals. Luckily, there are steps you can take to protect yourself against identity theft and reduce the damage when it happens.
When you retire, you get to bid farewell to the working world – that’s good news! The bad news? You’ll no longer have a paycheck coming in from your employer. It goes without saying that retirement is a major transition, and that post-retirement will look different than the pre-retirement phase of your life. To address […]