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.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Get ready to enjoy America’s national park system with this helpful article.
Currency has been around for a long time. Here’s a quick history lesson.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
There’s a link between debt and stress.
Ascertaining the value of your business is important for a variety of reasons.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Make your retirement as exciting as your next vacation.
Savvy investors take the time to separate emotion from fact.
Taking your Social Security benefits at the right time may help maximize your benefit.