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For the Love of Animals

Blog

For the Love of Animals

Published by Sidney Meriweather “Until one has loved an animal, a part of one’s soul remains unawakened.” -Anatole France Everyone can relate to this quote on some level; animals have a way of making us feel loved and comforted in moments of when we need it the most. They are constant and caring, and all they ask is that we show them the same constant care in return. The staff and volunteers at the Georgetown Animal Shelter are dedicating their lives to care for our furry friends. I had the privilege of interviewing these passionate people about how the Georgetown Animal...read the full article

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How Do You Compare Financially to The Rest of The World?

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How Do You Compare Financially to The Rest of The World?

Published by Robert W. Huntley, CFP®, CHFC® The most common question I hear from clients is “How are we doing?” The second most common question is a variation of the first question; “How are we doing compared to other people our age?” First, let’s look at household incomes in the United States and see how you stack up against your fellow Americans.

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Across State Lines

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Across State Lines

Published by Sidney Meriweather On June 9th, 2017 I packed up a moving truck with everything I owned and moved from Arkansas to Texas. I made the decision to move during the Summer of 2016 when I was asked to prayerfully consider helping start a church in Georgetown, TX. My senior year of college was ahead of me and I knew that I had to go somewhere and build a life after graduation; why not make every major change all at once and start over in Texas?

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April Monthly Newsletter: Tax Planning with Qualified Charitable Distributions

Monthly Newsletters

April Monthly Newsletter: Tax Planning with Qualified Charitable Distributions

The Tax Cuts and Jobs Act passed on December 22, 2017 was the biggest rewrite of the tax code since 1986 and made sweeping changes to the individual and corporate tax system. While most taxpayers will benefit from the reduced tax rates and increased standard deductions, others may find they can no longer take advantage of certain itemized deductions on their 2018 tax return.

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When Is Investing Really Just Speculation?

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When Is Investing Really Just Speculation?

Published by Robert W. Huntley, CFP®, CHFC® Recently, my wife and I were leaving an event in downtown Austin, TX waiting at the valet station for our car. While standing there, we were chatting with the valet attendant and hearing about his final year of school and his plans for buying a house and splitting time between Austin and Chicago after graduating.

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How Much Do I Need to Retire?

Blog

How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning. 

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My Experience Buying Our First Home

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My Experience Buying Our First Home

Published by Annah Tucker My first home buying experience started three years prior to signing on the dotted line. My husband and I were not married yet, but we knew we wanted to have a wedding and buy a house soon. Like most millennials, we were very aware we would have to find a way to afford all those big price tags on our own.

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March Monthly Newsletter: 2018 Tax Scams and How to Avoid Them

Monthly Newsletters

March Monthly Newsletter: 2018 Tax Scams and How to Avoid Them

Tax season is officially upon us and with it comes the inevitable new wave of tax season identity fraud. Every year, thousands of people lose millions of dollars and their personal information to tax scams during tax season. As taxpayers become more sophisticated at spotting scams, so do the scammers. They use regular mail, telephone and email to scam taxpayers, tax professionals, and even HR and payroll departments through phishing attacks and malware.

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Webinars

Tax Cuts & Job Act Webinar

Listen to Founder and Wealth Advisor of Wise Counsel, Bob Huntley, dive into the Tax Cuts and Job Act. Find out what this bill means for you and your family.

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Ditch Your Debit Card!

Blog

Ditch Your Debit Card!

Published by Zachary Langan Do you use a debit card to make purchases? Do you feel you are being financially responsible by using your debit card instead of a credit card? Many consumers are unaware of the security risks and extra liability they are creating by using their debit card rather than a credit card.

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