Oct
04

Financially Navigating a Cross-Border Life

posted on October 4th 2017 in WorthPointe News with 0 Comments

As a U.S. citizen married to a non-citizen, or vice versa, you and your spouse may find yourselves asking big questions when it comes to estate planning and understanding the complexity of your financial picture. You’re not alone; it’s common for cross-border executives and their families to struggle with navigating tax law and regulatory restrictions. […]

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Sep
08

Hurricane Harvey Retirement Plan Loan Relief

posted on September 8th 2017 in Austin CFP Team Posts with 0 Comments

The IRS has just announced some relief for certain verification procedures for those needing to take hardship loans and distributions from their qualified retirement plans due to Hurricane Harvey. In IRS Announcement 2017-11, the IRS lays out the rationale and stipulations of the relief. There are specific restraints on what can normally be deemed a […]

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Apr
13

The Morgan Report 2017 Q1: Reliability – The Next Wave In Investing

posted on April 13th 2017 in Austin CFP Team Posts & Your Financial Advisor with 0 Comments

Everyone has a different perspective on people, values and philosophies they want to help guide them in life. As we grow and learn, we realize some associations or ideas we have had are unreliable; wisdom in part should be the letting go of these, replacing them with reliable associations. Reliability can be known both experientially […]

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Feb
01

Scott O’Brien Named Five Star Wealth Manager Again for 2016

posted on February 1st 2016 in Austin CFP Team Posts & WorthPointe News with 0 Comments

Austin Financial Planner and Partner Scott O’Brien, CFP® has once again been named a Five Star Wealth Manager by Five Star Professional. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award is presented to wealth managers and other professionals in 45 markets in […]

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