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Financial Planning for Baby Boomers and Retirees. We help Baby Boomers align their values, visions,

We use Dimensional Fund Advisors (DFA) because they take a less subjective, more systematic approach to investing. By drawing information about the market’s expected returns, DFA allows markets to do what they do best — drive information into prices — thus giving DFA more opportunities to capitalize on where they have an advantage. DFA’s core strength: their academic orientation, which helps them remain focused on the objective at hand.

How A Spouse Remarrying After Your Death Can Disinherit Your Kids 08/03/2026

Not sure how a spouse remarrying after your death will affect the inheritance of your children? Read our new article to make sure your kids get what you want them to. ->

How A Spouse Remarrying After Your Death Can Disinherit Your Kids Within two years of losing a spouse, 60% of men remarry. For women, it's only 20%. By age 65, roughly two-thirds of previously married adults have remarried.Does your estate plan account for that?

Pros and Cons of Carrying a Mortgage Into Retirement 07/21/2026

Worried about carrying a mortgage into your retirement? You may not have to worry. Here is a list of some of the pros and cons to help you make an informed decision.

Pros and Cons of Carrying a Mortgage Into Retirement Weighing a mortgage in retirement? See the real pros and cons like opportunity cost, liquidity, inflation hedging, and withdrawal risk to help you decide what's right for your situation.

How to Maximize FDIC and SIPC coverage - Certified Financial Planner - Austin & Houston Texas 07/15/2026

Are you worried about a bank run or bank failure? You probably shouldn't be.

How to Maximize FDIC and SIPC coverage - Certified Financial Planner - Austin & Houston Texas While bank runs are a think of the past, institutions still fail and with FDIC and S**C coverage limited for high earners, you need to know how to maximize your coverage.

07/08/2026

New blog post this week! How much can you withdraw in retirement?

hamiltonfinancialplanning.com

What Happens If the Market Crashes Right After You Retire? 06/29/2026

The scariest thing for a retiree is the stock market crashing right when they retire, but what would actually happen?

What Happens If the Market Crashes Right After You Retire? A sequence of returns problem isn't something most people see coming — it's not flashy, it doesn't make the news the same way the market drop itself does — but it's one of the most serious risks a retiree can face.

When to know when you should work with a financial advisor 06/22/2026

Not sure when to work with a financial advisor? Heres the 5 biggest reasons to get a financial plan.

When to know when you should work with a financial advisor If you cant decide if you should work with a financial advisor - this blog outlines 5 specific triggers in your life to help you decide when its time.

How can inflation impact savings and financial plans? 06/15/2026

Check out our new blog on how financial plans can get eaten alive by inflation.

How can inflation impact savings and financial plans? We have recently enjoyed a relatively low rate of inflation in America compared to the However, even with this relatively low rate, inflation can still erode a retirement plan. This blog discusses the threat inflation poses to even a well crafted financial plan, and how to effectively plan against i...

Your Savings Account Is Costing You Thousands - Certified Financial Planner - Austin & Houston Texas 06/11/2026

Check out our new blog! Why your savings account can be costing you thousands!

Your Savings Account Is Costing You Thousands - Certified Financial Planner - Austin & Houston Texas Your savings account might be costing you thousands in lost interest. Here's why a money market account is the smarter place for your cash.

You Built the Safe but didn't Put Anything Inside: When Living Trusts Fail 06/06/2026

Will contests can occur when disgruntled family members believe they deserve a larger inheritance - here's how to avoid giving money to people you don't want to.

You Built the Safe but didn't Put Anything Inside: When Living Trusts Fail Leaving a living trust unfunded is like leaving a safe unfilled. Without assets in the trust, will contests can erode the estate with long legal battles and litigation.

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