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Personal Finance
As a successful business owner, you don’t want to think about your operations being interrupted by a natural disaster or other unexpected event. Yet the possibility is a real one.  Natural catastrophes represent just a portion of the crises that your business could face. Although you may not be located in an area prone to...
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Investing with your spouse can be a difficult transition as you get married.  Some people decide to keep their investments separate and others decide to combine finances when they get married.  There is no right or wrong answer, but there are some things to understand about your investments and income when you get married.  There are four types...
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If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you’re young or your estate is modest, you should...
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As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on whether you plan to retire from the...
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Mike is a Lead Adviser in our Austin office and won the Toastmasters World Championship of Public Speaking last month. Competing against 30,000 participants from 145 countries, he won with an inspiring speech titled “The Librarian & Mrs. Montgomery.” You can view Mike’s speech here. Mike joined Toastmasters 25 years ago to reduce his use of...
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Part 2: Get Technical In part one, we discussed the benefit of having a conversation about finances with your significant other, setting goals, establishing time horizons, creating a budget and paying off debts.  Now I want to talk about the financial accounts and investments that can hopefully allow you to reach the goals you set. ...
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Part 1: Starting the Conversation Going from dating to engaged is a time full of joy.  The same can be said when you finally get married.  Within one year I graduated college, started my career, and will be getting married.  For me, there was something so special about walking through those many changes in life...
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When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to family members, co-owners, employees, or an outside party? The key...
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As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents and start gifting what’s predicted to be trillions of dollars over the coming decades. Helping to pay for a grandchild’s college...
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As everyone continues to get information on the CARES Act, we want to provide you with some of latest updates we have seen.  Yesterday, April 8, 2020, the Treasury Department issued an updated Paycheck Protection Program F.A.Q.  The Paycheck Protection Program formally launched on Friday, April 3rd.  The program is in very high demand and has...
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