HFPlan
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.
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?
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.
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.
New blog post this week! How much can you withdraw in retirement?
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.
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.
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...
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.
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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Address
1202 Lakeway Drive , Suite 7
Austin, TX
78734
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
05/29/2026