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The Forgotten Account: Avoiding Probate in Texas As a financial advisor, I often see people meticulously plan their estates, ensuring their assets pass smoothly to their loved ones. Yet, there’s one account that frequently gets overlooked: the titled property. This can include your home or your car. Forgetting to designate…
Continue readingWhether the Trade Wars end soon or not, the U.S. appears overdue for a recession. Markets, weather, and economies are cyclical. The great boom of the 90s ended with the Tech Wreck of 2000-2002. The U.S. economy was already in recession before 9-11 and there was nothing the government could…
Continue readingAuto insurance is a necessity of life that most people spend very little time thinking about until they have an accident. Kim and I have reviewed a lot of policies over the years and have seen quite a bit of confusion. This is our guide to what you should and…
Continue readingOur client dashboard is a wonderful tool that allows you to link all of your financial accounts so that you can see exactly where you stand financially every day without having to remember 50 different passwords. Most of our clients are taking advantage of this and have given us positive…
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