Sep
12

How to Respond to a Data Breach

posted on September 12th 2017 in WorthPointe News & Your Family & Your Financial Advisor with 0 Comments

You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million Americans. The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They also stole credit card numbers for about 209,000 people and dispute documents with personal identifying information […]

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Jan
25

How to Prepare for Your Kids’ College Expenses

posted on January 25th 2016 in Your Family with 0 Comments

Fact: the inflation rate on college tuition is outpacing that of the general economy — and financial aid isn’t keeping up. With a three-percent rise in 2015 on what’s already mouth-dropping higher education expenses, it’s no wonder parents everywhere are concerned over how to save for their kids’ college expenses — and why so many […]

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Jan
07

Set Your Kids Up for Financial Success: The Fun Way to Teach Investments

posted on January 7th 2016 in Austin CFP Team Posts & Your Family with 0 Comments

Prepping your kids for a life of financial literacy and an understanding of investing (beyond the standard talk of allowances and savings accounts) is crucial to their financial stability and success in the long run. With the amount of resources on the market today, it’s literally never too early to start — and with your […]

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Nov
17

Preserving Your True Wealth

posted on November 17th 2015 in Austin CFP Team Posts & Your Family with 0 Comments

Helping clients protect, preserve and grow their financial wealth is what I do every day. However, I recently realized that as a wealth manager, I’m able to add value in an area outside of the financial realm by helping people preserve and protect their true wealth: their memories. Think about it. All you really are […]

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Sep
24

Estate Planning Protects the People You Love

posted on September 24th 2015 in Your Family with 0 Comments

There is a common misconception that estate planning is only for the very wealthy or much older generations. Perhaps the traditional diction used, “estate planning” is the culprit for much of these misconceptions, because most of us may not think of ourselves as having an “estate”. The truth is that anyone can have an estate […]

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Aug
06

The Best Time-Saving Hacks for Back-to-School Shopping

posted on August 6th 2015 in Your Family with 0 Comments

Back-to-school shopping hacks that will save you time and stress. Can you hardly believe it’s back-to-school shopping time of year again? It feels like the summer has just begun, yet August is upon us and soon the start of another school year. The clock is ticking to get everything in order before school starts again […]

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Nov
05

The Special Needs Trust

posted on November 5th 2014 in Your Family with 0 Comments

An issue in Estate Planning that will not arise often, but can be a very important issue to the families who need them, is a Special Needs Trust.  A special needs trust (or supplemental needs trust) is a tool that can help provide for the needs of an individual who is disabled, without jeopardizing his or her eligibility for government benefits. […]

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Jan
31

Should You Dump Your Family’s Trust

posted on January 31st 2014 in Austin CFP Team Posts & Your Family with 0 Comments

Many revocable trusts contain by-pass planning. This type of plan captures the assets owned by, in whole or part, a deceased spouse in a trust for the survivor instead of simply giving the survivor the assets outright. One primary purpose of this type of planning is to preserve the federal and tax exemptions that would […]

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