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. I was originally a Kinesiology major and never pictured myse …
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. You have probably heard that your property taxes w …
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 pr …
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. The eruption of Mount St. Helens was a cataclysmic geologic event in North America where fifty-seven souls were lost and around 200 h …
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. I hung up the phone and smiled. He …
Threads In Time
Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor I was talking last night with my Mother, Dr. Peggy Egger… She is doing great, still able to play golf so long as they are solo in their golf carts and use social distancing. I hope I have half of her energy …
When Your Child Becomes Independent
Published by Stephanie Wilson, Director of First Impressions Ever wonder what it is like to see your child become more independent? I experienced this recently when my son started driving his vehicle. My 20-year old son is on the autism spectrum. We had our doubts at first if he would be ab …
Life Changes
Published by Annah Russell, Director of Operations Things your team here at Wise Counsel can guide you with. The additional services we offer here at Wise Counsel are beyond what money can buy. Each member of our team has been through different stages and experiences of life and are here to …
Consider Generosity
Published by Sidney Meriweather, Relationship Manager Headlines, social media posts, videos, and market updates are flooding my daily life right now. There are so many things going on from a worldwide pandemic that feels overwhelming to the effect that it’s having on the global economy. Sic …
5 Questions to Ask a Financial Professional
Have you wondered what you could gain by working with a financial professional? Many people consider working with an advisor when their finances have reached a certain point of complexity – they want someone else to step in to evaluate their situation and weigh in on what’s next.
