Twenty-Five Years at a Glance

2017-05-12T22:31:01+00:00

By Chaney Barton-Nichols, Marketing Assistant

“I remember the days when we’d have to walk down the street to the bike shop to use their fax machine.”  This is one of the favorite stories that is told often (usually to the “new guy”) around the office.  You have probably heard by now that Lucien, […]

“The Talk With Aging Parents”

2017-03-09T22:47:39+00:00

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 […]

“Empty Nester Turned Author – A Client’s Story”

2017-02-10T22:24:28+00:00

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 […]

Putting Down Roots

2017-01-20T16:19:01+00:00

By Chaney Barton-Nichols

At the end of last year, my husband and I bought the first home that we visited in person.  You could say I have always had a knack for “love at first sight.”  For example, the wedding dress I wore when I got married happened to be the first wedding dress […]

Choosing Your Guide

2016-12-16T22:04:02+00:00

By Thomas Twombly

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 […]

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 […]

How do Changes in Social Security and Medicare Affect Me?

2016-11-05T00:31:00+00:00

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 […]

So, You Think You Want to be a Real Estate Mogul?

2016-11-05T00:31:08+00:00

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 […]