Most people get excited when they think about retirement. The time to pursue hobbies, travel, to slow down and smell the roses. But with that next phase in life can come the worry of how to pay for it. The question of whether the investment decisions being made now are the right ones. Will the…

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Yesterday morning I joined San Antonio Live on ABC to talk about some things you can do to get your year end financial planning in order. I also put together a FREE white paper that you can get from me! It’s a simple checklist that covers only those areas that need attention at year end…

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This show is designed to help the tens of millions of Americans who are members of the “Sandwich Generation”: people who feel pressure to provide some kind of financial support to their aging parents as well as to their children while still trying to meet their own financial goals and obligations. Not only does the…

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While we may remember 2008 and the damage the market caused to our economy, it’s also hard to remember that bear markets happen more often than we remember, especially after the market went on a remarkable bull run. But the market is beginning to look dubious again and who knows what awaits in 2019, 2020…

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Most people consider longevity to be one of the biggest threats to a retirement portfolio. The risk that the portfolio won’t have the legs to last as long as you do. But what many of us don’t know is what to do about it. That is, how to protect a portfolio against not lasting through…

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We are pleased to announce that Brooklynn Chandler Willy has won the 2019 Five Star Wealth Manager award! ​​Five Star Professional has recognized in the pages of Texas Monthly an outstanding group of Austin, San Antonio and Central Texas region wealth managers. Five Star Wealth Managers are named using an in-depth research methodology that includes…

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Receiving an inheritance often accompanies a highly emotional time. It may even create more financial stress than it relieves. You’ll never regret taking a little time to decide how to use your inheritance wisely.

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As many individuals become more concerned about the impact of taxes in retirement, Roth IRAs present a unique retirement vehicle to consider. In certian situations, a conversion to a Roth IRA may make sense for you. Take a look at my new video as we dive into Roth conversions. You can book a call below…

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Think for a few moments about everything you’ve put aside for retirement. Go ahead, take a second. So what do you think is your most valuable asset going into retirement? I have a feeling we have an answer that will surprise you. This show looks at the most important assets people can carry with them into…

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