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19 01, 2018
  • Finance Friday
    Don’t Forget IRA Contributions For 2017

    Don’t Forget IRA Contributions For 2017

Don’t Forget IRA Contributions For 2017

Don't worry if you forgot to contribute to an IRA in 2017. Unlike a 401(k), which requires employee contributions to be made in the same [...]

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5 01, 2018
  • Finance Friday
    Social 529 Plans – Get Help From Friends and Family

    Social 529 Plans – Get Help From Friends and Family

Social 529 Plans – Get Help From Friends and Family

Saving for a child’s college tuition is no easy task, even when utilizing 529 plans. One company, however, is doing their best to make it [...]

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23 10, 2017
  • Science of Investing
    Timing the Market – Luck or Brains?

    Timing the Market – Luck or Brains?

Timing the Market – Luck or Brains?

I Hear a Lot about How Market Timing Can Make or Break Investments.  Can Anyone Do It? Sir Isaac Newton. Indisputably one of the greatest [...]

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2 10, 2017
  • Contractor Tax
    Pros and Cons of Contractor Taxes

    Pros and Cons of Contractor Taxes

Pros and Cons of Contractor Taxes

Are your salaried friends paying less than you in taxes despite making more money?  Welcome to the world of the 1099 contractor.  One of the [...]

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29 09, 2017
  • Finance Friday
    Finance Friday: Annuities – The Opposite of Life Insurance

    Finance Friday: Annuities – The Opposite of Life Insurance

Finance Friday: Annuities – The Opposite of Life Insurance

There can be a lot of confusion when considering investing in an annuity. To simplify things for my clients, I often like to explain annuities [...]

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2 08, 2017
  • The Savings Rate – How You Take Care of “Future You”

    The Savings Rate – How You Take Care of “Future You”

The Savings Rate – How You Take Care of “Future You”

I recently got a raise, but it still feels like I’m living paycheck to paycheck.  What should I do? Many clients I encounter wish they [...]

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12 01, 2017
  • Nickels, Dimes and the Subscription Economy

    Nickels, Dimes and the Subscription Economy

Nickels, Dimes and the Subscription Economy

Do you look at your bank account and have no idea where your money went? If you answered yes, then don’t feel too bad, as [...]

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16 12, 2016
  • Planning – Annual Gift Limits

    Planning – Annual Gift Limits

Planning – Annual Gift Limits

Do you have a family member that is impossible to shop for? If so, you are not alone. I happen to be that person in [...]

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15 03, 2016
  • What Are People Doing With Their Tax Returns?

    What Are People Doing With Their Tax Returns?

What Are People Doing With Their Tax Returns?

Tax season is here! That’s exciting news for many people who are expecting returns, but not everyone is. For better or worse, here’s the rundown [...]

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5 01, 2016
  • Forget Retirement – Seek Financial Independence in 2016

    Forget Retirement – Seek Financial Independence in 2016

Forget Retirement – Seek Financial Independence in 2016

Retirement: the act of leaving one's job and ceasing to work. Financial Independence: having sufficient wealth to live on without having to work There’s a [...]

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Recent Posts

  • Don’t Forget IRA Contributions For 2017
  • Get Life Insurance – Even If You’re Covered Through Work
  • Social 529 Plans – Get Help From Friends and Family
  • Debt Review: The Good, the Bad and the Toxic – Part 3
  • Debt Review: The Good, the Bad and the Toxic – Part 2

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Recent Blog Posts

  • Don’t Forget IRA Contributions For 2017
  • Get Life Insurance – Even If You’re Covered Through Work
  • Social 529 Plans – Get Help From Friends and Family

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Austin, TX 78715

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