Blog

Filter Blog by:
How the 2020 Election Could Impact the Markets and Your Financial Plan

Blog

How the 2020 Election Could Impact the Markets and Your Financial Plan

Every election season, political emotions run high. Candidates tell us that this is the most important election in our lifetimes. Advertisements vilifying the opposing candidate seem to never end. Political chatter on social media picks up. Through it all, it can be hard to keep our emotions under control.

Read More
How Estate and Gift Taxes Can Impact Your Financial Plan

Blog

How Estate and Gift Taxes Can Impact Your Financial Plan

Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

Read More
How I Got Started

Blog

How I Got Started

Published by Annah Russell, Director of Operations I started in the financial industry when I was 21 years old.  I did it as a summer job to begin with then fell in love with the industry and have now been doing this for 16 years. 

Read More
How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

Blog

How to Take Advantage of Donor-Advised Funds and Special 2020 Tax Deductions for Donations

As a CPA, one of the questions that I have been getting more frequently is, “What is a donor-advised fund?” This is not surprising as the number of individual donor-advised fund accounts has grown by over 50% for the second year in a row, according to the National Philanthropic Trust’s 2019 DAF Report.

Read More
Property Tax Freeze – Moving When Over Age 65

Blog

Property Tax Freeze – Moving When Over Age 65

Published by Zachary Langan, Associate Wealth Advisor For many seniors in Texas, property taxes are the single largest expense they have. If you are over age 65 and have considered moving, be aware of the possible property tax implications.

Read More
How to Make Charitable Giving Part of Your Financial Plan

Blog

How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

Read More
Good People Skills Are “Unnatural”

Blog

Good People Skills Are “Unnatural”

Published by Gayla Allen, Director of First Impressions Throughout my career I’ve been drawn to positions that provide an opportunity to meet and mingle with work peers and the public. Still, not all jobs that require people skills are a good fit for me; however, having fun at work while providing excellent customer service is what I call a great day! It’s no wonder that my resume is filled with Client Care positions.

Read More
Mount St. Helens Eruption – 3 Life Lessons

Blog

Mount St. Helens Eruption – 3 Life Lessons

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor Recently we marked the 40th anniversary of Mount St. Helens volcanic eruption.

Read More
Have You Written Out Your Family Values?

Blog

Have You Written Out Your Family Values?

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor My youngest is twenty-two and lives in Nashville, TN.  He called recently asking me to send him the list of the family values we kept on the refrigerator when he was growing up.

Read More
What You Need to Know When Choosing the Right Trustee

Blog

What You Need to Know When Choosing the Right Trustee

One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.

Read More