This month we recognize International Women's Day. Part of celebrating women is helping them to be prepared. Here's why it's important to plan for the possibility of long-term care.
voices.cf.socialware.com Building financial strategies now can provide you with options for long-term care, including where you receive it and by whom.
Are you looking at a tax bill for 2017 and wondering if you could invest smarter from a tax perspective?
voices.cf.socialware.com In this video, Investment Strategist Scott Thoma looks at the new tax rules and shares some tips for tax-smart investing.
Check out these current rates, updated daily.
voices.cf.socialware.com Have questions? Give me a call today.
Here's a high-level look – though we recommend doing a much deeper dive so you can potentially avoid this process.
voices.cf.socialware.com I'm happy to work with your team of tax and legal professionals to help craft the right estate strategy for your situation.
Stop, drop and read this article: how preparing for the unexpected can help protect your financial strategy.
voices.cf.socialware.com Your cash needs are as individual as you are. Let's talk about your personal situation.
In honor of International Women's Day, we've been collection donations for Hope Alliance in Round Rock.
Collecting donations for Hope Alliance in Round Rock to honor National Women’s Day. If you want to donate, contact me so I can tell you what they need.
A closer look at one option that can allow you more flexibility during retirement.
voices.cf.socialware.com How does this strategy fit with your overall goals? Let's talk.
Our calculator can help you find out.
voices.cf.socialware.com Getting married, having a baby, changing jobs, buying a home? Big life changes may mean you need more coverage.
From your business to your employees to yourself, you have many considerations. Let's work together to help ensure you stay on track.
voices.cf.socialware.com While business owners have many similar needs, I will work with you to handle the specifics of your situation. Give me a call.
Cupcakes for our quarterly birthday celebration.
Are you spending more on Valentine's Day than you could for a year of protection for your loved ones?
voices.cf.socialware.com Learn how term life insurance could cost less than flowers, chocolates or a nice dinner out.
After two years of calm, are you wondering whether bigger daily stock market moves are signaling changes ahead?
voices.cf.socialware.com In this video, Investment Strategist Kate Warne takes a look at the state of the market today and offers tips you can use right now.
[02/14/18] Happy Valentine's Day.
Consider this valentine that your loved ones will appreciate later: Make sure your beneficiaries are up-to-date.
voices.cf.socialware.com This shouldn't be a set-it-and-forget-it task.
[02/08/18] Keep your eyes open for a future announcement. March 8th is International Women's Day. We will be doing something to help women in need. Your help will be greatly apprecitated.
[02/02/18] One week of laryingitis is way too long. Hopefully I have a voice to cheer on the Eagles this Sunday.
Here are 3 common myths you'll want to avoid right from the start.
voices.cf.socialware.com Let's talk about the strategies that are right for you.
Don't let anxiety and fear prevent you from reaching your long-term goals.
voices.cf.socialware.com Are you loss averse? Let's craft a strategy that helps you remain confident.
Though annual cost-of-living adjustment (COLA) announcements tend to grab financial headlines, there may be more important considerations about your Social Security benefit and your retirement income strategy. I can help add #retirementperspective
voices.cf.socialware.com If you're approaching retirement, your decision on when to start taking Social Security may have a much larger impact than COLA over the long term.
[01/24/18] Only half way through the week and I've spoken to several people about converting their traditional IRA's to a Roth IRA. Let me know if you'd like to learn more about tax free income in retirement.
Each week, we'll feature a tip to help you navigate tax season. Today, take a look at our Tax Resource Center.
voices.cf.socialware.com From deductions to consider to defining commonly used terms, we'll be providing tips to help you over the next few months.
Bitcoin is a new technology with a lot of buzz – but does that translate into a quality investment opportunity for long-term investors?
voices.cf.socialware.com Although Bitcoin and other cryptocurrencies are a promising new technology, there are numerous uncertainties for investors to consider.
[01/11/18] Keeping busy gearing up for tax season. Let me know if you need to fund your IRA for 2017.
Check out our tips for how to track toward multiple goals.
voices.cf.socialware.com Saving for later and paying off the past doesn't have to be an either/or proposition. Doing both just takes some planning. Here's how.
[01/05/18] Cold Weather Tips: 1. put a towel over your windshield overnight - when you remove it in the morning, the windshield will not be iced up. 2. Cooking spray: use regular cooking spray over the rubber seals on your car and it will create a barrier to help open the door when icy outside. 3. Kitty Litteer (yes) - only use kitty litter with the blue and white silica crystals - put in a sock, tie the sock and place on your dashboard. This absorbs moisture and will keep your windows from fogging up (put on the floor if you don't want to gross out your friends). Happy Winter!
We wish you and yours a healthy, happy 2018.
voices.cf.socialware.com Happy New Year from Edward Jones
Protect your personal information with these tips.
voices.cf.socialware.com Don't be one of the millions of Americans impacted by identity theft.
Congress has passed the tax reform bill.
voices.cf.socialware.com Investment Strategist Craig Fehr discusses what the impact could be for you, the markets and the economy.
Merry Christmas. If you click on the link you will see not only where Santa is now but when he will arrive at your home.
noradsanta.org For over 60 years, NORAD and its predecessor, the Continental Air Defense Command (CONAD) have tracked Santa’s flight. Follow Santa as he makes his magical journey!
Only a few weeks left to meet these year-end deadlines.
voices.cf.socialware.com After you make these smart financial moves, contact me to discuss setting your 2018 goals.
Add these to your baking repertoire.
voices.cf.socialware.com Share your favorite cookie recipe in the comments.
“Our entire firm is dedicated to delivering exceptional service and understanding what’s important to our clients, so we can deliver the personal experience they value,” Managing Partner Jim Weddle said.
voices.cf.socialware.com If we haven't discussed what's important to you in a while, let's talk. Give me a call.
A quick guide to how this financial strategy works
voices.cf.socialware.com I can work with your attorney and tax professional to help you decide if this approach is right for you.
[12/13/17] As the year is coming to an end, I've been speaking with clients regarding capital gains and strategies to harvest gains and losses. There's been a lot of gains as a result of the good performance of the market. Did you know you may have gains in your mutual funds even if you don't sell or if you've owned them for a short period of time? Contact me if you'd like to discuss your situation.
A closer look at the established process I use to help you meet your goals.
voices.cf.socialware.com I want to understand what's important to you. Let's talk.
[12/06/17] Thank you to those who braved the weather to come to our quarterly (1st one) birthday celebration. The cold rain must have made me forget to take pictures of the cupcakes we had. They went quite well with the hot chocolate and coffee.
It's a tough, but important, question to consider: If something were to happen to you tomorrow, would your family be taken care of?
voices.cf.socialware.com I'm always available to help you refine and communicate your financial strategy.
Initial public offerings can attract a lot of interest. What should you know before investing in an IPO?
scl.bz Initial public offerings, or IPOs, tend to attract a lot of investor interest. However, that excitement isn’t always matched by investment returns. Senior Analyst Josh Olson talks about what you should know before investing in an IPO.
Family, friends, and don't forget the pumpkin pie – enjoy celebrating this special time of year! Wishing you and your loved ones a happy holiday.
scl.bz Happy Thanksgiving
When borrowing money, your credit score could mean the difference between an affordable option and none at all.
scl.bz 3 tips for a tiptop score
Thanksgiving is my favorite holiday. I'm sharing this link to help with your Thanksgiving planning. If you don' plan, share it with someone who does. Happy Turkey Day! https://www.anallievent.com/2016/10/free-thanksgiving-planner-printable/
anallievent.com Are you hosting Thanksgiving Dinner? Get organized with my FREE Thanksgiving Planner Printable. It includes a menu, guest list, cooking schedule and more!
Can Social Security remain a dependable source of income?
scl.bz Let's review your entire retirement strategy to make sure it's solid.
So looking forward to supporting this evening's Reading Between the Wines annual event to support literacy in Central Texas! Margaret and I will have a great time again this year. Enjoyed being a member of the advisory committee.
willread.org Reading Between the Wines is the Literacy Coalition's signature event and fundraiser. The event features pairings of food with wine, beer, or cocktails emphasizing local products and producers; and the opportunity to mix and mingle with the “tastemakers” of Austin, while having fun for a goo
Do you have enough coverage?
scl.bz Need a good scare? Consider this: Approximately 50 million people in the U.S. recognize they need more life insurance. Source: LIMRA "Facts About Life," 2016
We buy houses for cash. We help homeowners get out of difficult financial situations like foreclosure and short sales, and pay mortgages when they can't.
Help you develop the right plans to meet your insurance needs.
JLA is a full service Life Brokerage Agency, specializing in life insurance, annuities, disability insurance, and long term care insurance products for insurance brokers.
We find our customers the best insurance coverage at the best rate!
UFCU is a not-for-profit, member-owned credit union. We are focused on people, not profits, and serve our members in the Austin and Galveston communities.
Janet Crocker is a Texas Farm Bureau Insurance Agent in Travis County.
License Suspended? Due to tickets, surcharges, DUI, DWI, judgements, Need to drive legal again? We can help! Let us help you reinstate your license!
Your Professional Tax Preparation Service
Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.