Navigating Your Future
We specialize in working with pre-retirees and new arrivals to the Round Rock and Austin area who want:
- A financial plan that organizes assets and future income streams
- Confidence that they will be able to retire on their own terms
- Personalized attention to help them grow and protect their wealth
While our clients may have common financial concerns, you have your own unique story. We help you to visualize your goals, feel confident about your choices, and regularly review your portfolio and financial planning concerns to ensure you are staying on course.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, please feel free to contact me with any questions you may have about any particular investment concerns or products.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Here are five facts about Social Security that are important to keep in mind.
It sounds simple, but paying yourself first can really pay off.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you know these three personal finance sayings?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Pundits say a lot of things about the markets. Let's see if you can keep up.
The market is as unpredictable as the weather. We’d love to help you prepare.
Understanding the cycle of investing may help you avoid easy pitfalls.