Intro by Cass Grange, Senior Advisor Associate
Article by Katherine Akinc, Estate Planning & Probate Attorney at Ikard Golden Jones, PC
Today’s article hits home for me. When I first heard this idea, I thought, “I don’t need to take her advice! This won’t happen to my family!” Then I thought about […]
By Cass Grange
Why talking to your parents about their future living arrangements is more difficult than talking to your kids about sex.
I get it. You have put off having “the talk” with your parents. It’s awkward. It takes courage. You are waiting for the right time to bring things up. Never sounds like […]
Our client, Darci McIntyre, the newly published romance novelist, submitted this piece on how empty nesting gave her the opportunity to pursue a hobby that had always interested her, and to meet a goal that she had always dreamed of. While her newfound free time presented her with the opportunity, as you’ll see, it still […]
In early November, six middle-aged guys set off on a challenging wilderness adventure that would take us deep into the heart of one of the most remote and inhospitable regions of the United States. We were going to travel by canoe for three days, covering approximately 40 miles of the Rio Grande […]
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 […]
By Bleckley Dobbs, , CFP®
By now, you’ve probably heard about changes to a couple of the rules governing the claiming of Social Security benefits. These were “buried” in the recent two-year budget bill passed by both houses of the U.S. Congress and signed into law by President Obama on November 2, 2015. In this same law […]
By Mark Ward, CFP®, ChFC® Vice President & Chairman, Investment Policy Committee
Over the course of the last several months my fellow advisors and I have had a remarkable number of comments and questions from clients, friends, and acquaintances regarding the possibilities of investing in real estate. We get comments like, “I know Austin Real Estate […]