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.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Understanding how a stock works is key to understanding your investments.
This checklist can give you a quick snapshot of how prepared you are.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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.
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.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are three things to consider before dipping into retirement savings to pay for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
How will you weather the ups and downs of the business cycle?
What if instead of buying that vacation home, you invested the money?