Apr
10

Tax Considerations for Grieving Women

posted on April 10th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from Chapter 4 of Certified Financial Planner™ Scott O’Brien’s brand new e-book Surviving to Thriving: A Financial Resource for Divorcées and Widows. This e-book brings you in depth information from 7 experts across industries to help women manage the financial and personal elements of life’s major transitions. Download your complimentary copy […]

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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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