Apr
17

What You Need to Know About Credit

posted on April 17th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from Chapter 5 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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Mar
27

Divorcing from a Lender’s Point of View

posted on March 27th 2017 in Austin CFP Team Posts with 0 Comments

This is an excerpt from Chapter 2 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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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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