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Preparing for the Passing of a Loved One

Published by Stephanie Wilson

As many of us in middle age face, I recently experienced the death of my mother.

As I entered the different stages of grief, I suddenly faced battles of a more pragmatic kind. These came in the form of the various details about funeral arrangements, medical decisions, and, in my case; who of the four living children would get certain belongings of my mother.

What follows is what I learned along the way about the details and people that matter when you’re coming to grips with the death of loved one.

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I.N.V.E.S.T. – A Simple Approach to Successful Investing

Published by Robert W. Huntley, CFP®, CHFC®

I like simple and I like systems.

I heard a successful entrepreneur early in my career say this: “When I encounter a problem, I create a system and delegate running the system to a trusted person on my team. Problem solved.”

Life is just easier with less clutter, confusion, and moving parts. However, financial planning is by nature a complex business.

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Why Diversified Investments Are Crucial

Published by Tyler Schlumpf

There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific company, credit and liquidity risks are just a few. While systematic risk cannot be diversified away, unsystematic risk can through diversified investments. Read more

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For the Love of Animals

Published by Sidney Meriweather

“Until one has loved an animal, a part of one’s soul remains unawakened.” -Anatole France

Everyone can relate to this quote on some level; animals have a way of making us feel loved and comforted in moments of when we need it the most. They are constant and caring, and all they ask is that we show them the same constant care in return.

The staff and volunteers at the Georgetown Animal Shelter are dedicating their lives to care for our furry friends. I had the privilege of interviewing these passionate people about how the Georgetown Animal Shelter has impacted them.

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How Do You Compare Financially to The Rest of The World?

Published by Robert W. Huntley, CFP®, CHFC®

The most common question I hear from clients is “How are we doing?”

The second most common question is a variation of the first question; “How are we doing compared to other people our age?”

First, let’s look at household incomes in the United States and see how you stack up against your fellow Americans.

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Across State Lines

Published by Sidney Meriweather

On June 9th, 2017 I packed up a moving truck with everything I owned and moved from Arkansas to Texas.

I made the decision to move during the Summer of 2016 when I was asked to prayerfully consider helping start a church in Georgetown, TX. My senior year of college was ahead of me and I knew that I had to go somewhere and build a life after graduation; why not make every major change all at once and start over in Texas?

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When Is Investing Really Just Speculation?

Published by Robert W. Huntley, CFP®, CHFC®

Recently, my wife and I were leaving an event in downtown Austin, TX waiting at the valet station for our car. While standing there, we were chatting with the valet attendant and hearing about his final year of school and his plans for buying a house and splitting time between Austin and Chicago after graduating.

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How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning.  Read more

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My Experience Buying Our First Home

Published by Annah Tucker

My first home buying experience started three years prior to signing on the dotted line.

My husband and I were not married yet, but we knew we wanted to have a wedding and buy a house soon. Like most millennials, we were very aware we would have to find a way to afford all those big price tags on our own.

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Ditch Your Debit Card!

Published by Zachary Langan

Do you use a debit card to make purchases? Do you feel you are being financially responsible by using your debit card instead of a credit card? Many consumers are unaware of the security risks and extra liability they are creating by using their debit card rather than a credit card.

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