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WHAT SCARES US ABOUT THE ECONOMY AND MARKETS. The weekly market commentary is now live on our website! Read the latest insights: https://lnkd.in/g5r_T9RQ #MarketUpdate #FinancialAdvisor #Austin #Texas

Estate conservation is too important to put off. Do you have a smart exit strategy? Take a look at this video for some helpful tips: https://lnkd.in/ej8MJFQP #EstatePlanningAwareness #SecureYourLegacy #PlanForTheFuture #FinancialAdvisor #Austin #Texas

Join us for a day of secure document disposal and football fun! We have partnered with Central TX Shedding to help you safely recycle and dispose of your important documents. Bring your papers, hard drives, cell phones, thumb drives, CD/DVDs, iPads, Surfaces, and tablets for safe disposal. While you’re here, enjoy a lively tailgate. We’ll have food and beverages and watch some football! RSVP today at https://lnkd.in/gd9SvrMu

We have created this Estate Planning Checklist to help you manage and navigate the different choices and challenges you may face as you work towards preserving your wealth. If you have questions about your estate plan, we are here to help: https://lnkd.in/d5_gyX_z #EstatePlanningAwareness #SecureYourLegacy #PlanForTheFuture #FinancialAdvisor #Austin #Texas

Estate planning is more than just a safety net—it's peace of mind. Let's start the conversation about estate planning today: https://lnkd.in/g5aFYbRu #EstatePlanningAwareness #SecureYourLegacy #PlanForTheFuture #FinancialAdvisor #Austin #Texas

The weekly market commentary is now live on our website! Read the latest insights: https://lnkd.in/g5r_T9RQ #MarketUpdate #FinancialAdvisor #Austin #Texas

Having a comprehensive estate plan can provide peace of mind and ensure that your assets are distributed according to your wishes. Here are a few key steps to consider: 1️⃣ Create a Will 2️⃣ Choose an Executor 3️⃣ Consider a Trust 4️⃣ Review Your Beneficiaries 5️⃣ Stay Updated: Life changes, and so should your plan! Let’s take the steps towards securing your legacy today! 💪💼 If you have questions about your estate plan, I'm here to help: https://lnkd.in/d5_gyX_z #EstatePlanningAwareness #SecureYourLegacy #PlanForTheFuture #FinancialAdvisor #Austin #Texas

We hand-selected articles from the Top Financial Publications. Take a look: https://lnkd.in/ggTas4uu #FinancialNews #FinancialAdvisor #Austin #Texas

Did you catch this recent Forbes article? It’s a deep dive into the potential tax implications of different political platforms, and it’s a must-read for anyone looking to stay informed. If you have any questions or need clarification on how these changes could affect your financial strategy, don’t hesitate to reach out! Let’s navigate this together: https://lnkd.in/gu8iJyZM #FinancialAdvisor #TaxPlanning #ElectionNews #StayInformed #FinancialAdvisor #Austin #Texas

The big question on Americans' minds is who will win. What happens in Washington can play an important role in our daily lives and help shape the economy, but politics alone do not drive markets or the economy. Learn more in our latest article. If you have any questions, feel free to reach out: https://lnkd.in/gu8iJyZM