About LSGadmin

This author has not yet filled in any details.
So far LSGadmin has created 42 blog entries.

Moving to Retirement – A Client’s Perspective

2016-11-11T16:40:44+00:00

By Margaret Lewis

I am a consummate planner. Not only do I plan, I usually have multiple contingencies in order. My family and friends tease me about crossing the line between planning and paranoia. So when it came to my retirement I thought I had it licked.

I had developed a formal financial retirement plan with my […]

Moving to Retirement – A Client’s Perspective 2016-11-11T16:40:44+00:00

See You at the Polls

2016-11-05T00:30:56+00:00

By Cass Grange, Senior Advisor Associate

Nervous about the election?  You aren’t the only one.  We all are.  What can we do about it? Well, we can vote.  Then we can get on with our lives.  If it feels to you like it does to me that the four year election cycle comes around way too […]

See You at the Polls 2016-11-05T00:30:56+00:00

The Power of Introductions

2016-11-05T00:30:56+00:00

By Cass Grange, Senior Advisor Associate and Chaney Barton-Nichols, Marketing Assistant

We frequently share that many of our clients come to us during times of transition.  Perhaps it’s children going off to college, parents growing older and passing, or retirement, a divorce, etc.  All these examples of transition require a great deal of planning – financially […]

The Power of Introductions 2016-11-05T00:30:56+00:00

“Why Should I Care if Lucien, Stirling & Gray is a Great Place to Work?”

2016-11-05T00:30:57+00:00

By Thomas Twombly, President

On Friday June 24, 2016, at an awards luncheon hosted by The Austin Business Journal, the Lucien, Stirling & Gray team was invited up to the podium to receive an award in front of about 700 other people. After an impressive countdown of some of the most admired large, medium, small and […]

“Why Should I Care if Lucien, Stirling & Gray is a Great Place to Work?” 2016-11-05T00:30:57+00:00

Retirement Resolutions Pt. 2: Rethinking the Retirement Timeline

2016-11-05T00:30:57+00:00

By Bleckley Dobbs, CFP®, RICP®

After the desk has been cleaned out and the party has been thrown, the last thing you want to do on the first day of retirement is wake up and think, “now what?”   Many people focus much attention on the date of retirement, but the years following that date do not have nearly […]

Retirement Resolutions Pt. 2: Rethinking the Retirement Timeline 2016-11-05T00:30:57+00:00

It Can Start with a Conversation

2016-11-05T00:30:58+00:00

By Glenda Summers, CFP®

“Getting Your House in Order” – We often associate this with something that only sick or dying people should do. “We are in great shape – what’s the need?” or “We will do this later when we get old,” are thoughts many have when they hear this phrase. But what if we took […]

It Can Start with a Conversation 2016-11-05T00:30:58+00:00

To Be, or Not to Be Financially Literate: That is the Question.

2016-11-05T00:30:58+00:00

By Chaney Barton-Nichols, Marketing Assistant

Did you know that April is “National Financial Literacy Month”? Maybe you have seen some of our social media postings highlighting this recently. While we hope you find our educational tidbits helpful this month, our real goal is to make financial literacy a focus of our ongoing communications all the time.

What […]

To Be, or Not to Be Financially Literate: That is the Question. 2016-11-05T00:30:58+00:00

Should I Invest in Real Estate?

2016-11-05T00:30:58+00:00

By Mark Ward, CFP®, ChFC®
Vice President & Chairman, Investment Policy Committee

This is a hot topic in Austin right now, but the answer to this question is not as simple as you might think.  Like many financial questions, it depends mightily on a number of variables, not the least of which is the personal situation and […]

Should I Invest in Real Estate? 2016-11-05T00:30:58+00:00

Love & Money in Retirement

2016-11-05T00:30:59+00:00

By Cass Grange, Senior Advisor Associate and Director of Business Development

The world is full of advice for the young about love and money.  But, what about love and money in retirement?2CassValentine's (Feb)

We help clients plan for their retirement, by carefully and thoughtfully generating income.  But, retirement isn’t […]

Love & Money in Retirement 2016-11-05T00:30:59+00:00

Retirement Resolutions: Part I

2016-11-05T00:30:59+00:00

By Bleckley Dobbs, CFP®, RICP®

The Baby Boom generation is now retiring en masse, and the topic of Retirement Income Planning has increasingly been in the news.  The front edge of the generation, born in 1946, is turning 70 this year.  Many boomers have delayed retirement, but will still be facing required minimum distributions and other transitional decisions. […]

Retirement Resolutions: Part I 2016-11-05T00:30:59+00:00