MathisAbbe Financial Advisors
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Our first priority is helping you take care of yourself and your family. We want to learn more about to build a proactive plan for you and your family.
Our team at Mathis*Abbe Financial Advisors provides a tailored approach to clients seeking advice on how to steward their resources well. We partner with you and your strategic alliances (CPA, Estate Planning Attorney, Insurance Specialists, etc.) We want to foster relationships with people who value financial wisdom, and we strategically implement solutions from an educational perspective. Our go
11/04/2023
Hope you enjoy the extra hour of sleep tonight! Though we always manage to wake up tired anyway...
10/31/2023
Happy Halloween! Hope you have a wonderful time of stealing candy from your kids' trick-or-treat bags.
10/26/2023
Happy Pumpkin Day! We are thoroughly enjoying the pumpkin pies, bars, soups, rolls, lattes, and of course, decorations! What is your favorite pumpkin food?
The kids are all back in school another year older, and another year closer to graduation. September is College Savings Month, and it's a good reminder they may need some help to pay for it when the time comes! Have you thought about a savings account for your kids or grandkids? We would be happy to discuss it with you!
When was the last time you considered your life insurance coverage? Do you know if you have enough, or the right type for your situation? While none of us may like thinking about what would happen to those around us if we were gone, it is a critical conversation to have for the benefit of those we care about.
September is Life Insurance Awareness month, and it's a good reminder to have that conversation. If you would like to sit down with Rick or Hunter to have a experienced professional walk you through it, give us a call! (254)741-9000
Did you know that today is Online Learning Day? There are more opportunities than ever for learning new skills cheaply online, or even for free! Learning new skills can further our careers, help establish a side gig, or even just make ourselves better rounded people.
Why not set aside some time this week to invest in yourself by learning something new?
09/04/2023
Happy Labor Day! As we work hard to build a bright future for ourselves and our families, it is a lovely treat to rest and enjoy the fruits of our labors for a day.
Happy Hug Your Sweetheart Day! There is never a bad day to connect with the people we care about.
07/26/2023
July is Annuity Awareness month- but what exactly IS an annuity? We found this article a helpful starting point to understanding the structure, pros, and cons to annuities. If you are interested in talking about it more, reach out to us!
What Is an Annuity? An annuity is a contract with an insurance company that promises to pay the buyer a steady stream of income in the future, such as after retirement.
07/18/2023
July is Home Owners Month! There are a lot of considerations to take into account when deciding if home ownership or renting is better for your life at the moment (and your financial future). We found this article a good summary of the things to keep in mind.
Renting vs. Buying a Home: What's the Difference? The differences between renting and owning a home are complex. Owning isn’t always better than renting, and renting is not simpler for everyone.
07/04/2023
Today, we celebrate the liberty that so many have worked to protect, and the families and friends that make protecting those liberties worth it. Have a Happy Independence Day!
06/23/2023
Happy Take Your Dog to Work Day! We love our pups. Daisy, Jacy Mae, Bella, and Murray bark hello!
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Contact the business
Website
Address
4800 Lakewood Drive, Suite 7
Waco, TX
76710
Opening Hours
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 4pm |