Who Needs Financial Planning? Everyone!

posted on January 12th 2017 in Austin CFP Team Posts with 0 Comments

It puzzles me when I meet people who don’t have an advisor to assist them with financial planning. In my mind, the health of your finances is somewhat like your physical health, in that a professional should make any required “diagnosis.” When you’re sick, you go to a doctor; with respect to financial planning, think […]

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Is it the IRS…or a Scammer? Don’t Be Fooled! By Kermit Johns

posted on April 28th 2015 in Austin CFP Team Posts & Newsletters & Your Financial Advisor with 0 Comments

A client recently told me about a call he received from the Internal Revenue Service that seemed suspicious. The caller left an urgent callback request, but he was not adept at representing himself as an IRS agent. Regardless, my client was concerned about the IRS having access to his fee-based investment account.   Unfortunately, this […]

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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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