Franette McCulloch — A Life Well Lived, One Layer at a Time
NOTE: Click photos to enlarge. When we think of cake, one might think of Marie Antoinette’s famous line, “Let them eat cake,” a line most likely never spoken by the Queen of France, but attributed to her, as the story goes, in response to being informed that her peasant subjects had no bread and were…Comments Off on Franette McCulloch — A Life Well Lived, One Layer at a Time
When is the Right Time to Think About Long-Term Care Coverage?
At any age, one of the toughest financial decisions Americans face is how to pay for an unexpected health event. Most of us cover this with standard health insurance; either through an employer or self-pay. The fact that you want to transfer the risk of any health issue is commendable. An important consideration missing from…Comments Off on When is the Right Time to Think About Long-Term Care Coverage?
From Steubenville to Austin — The Story of Bill McKean & Metalink
A Wonderful Life Bill McKean is a man on a mission, a fact that was evident to me in the first five minutes after sitting down with him at Jack Allen’s Kitchen on Anderson Lane. Born in a small steel town in Ohio where neighbors knew one another by first name and front doors were…Comments Off on From Steubenville to Austin — The Story of Bill McKean & Metalink
Lisa Miriam — A Portrait in Artistic Expression and Practical Financial Principles
Austin is a city filled with dreamers and innovative people bringing those dreams to life. You can see these dreams in the rising skyline, the bustling streets and the glowing neon that casts a colorful and curious glow over rustic shops, crowded bars and trendy restaurants. To say Austin is a city brimming with opportunity…Comments Off on Lisa Miriam — A Portrait in Artistic Expression and Practical Financial Principles
Is 2017 a Good Year to Cash in on Home Equity?
As we enter the New Year there are many changes happening in the financial sector to consider when creating your financial plan for 2017. A new administration will be settling in and with it there are likely to be policy changes that will potentially impact the financial markets, including the banking industry. We’ve seen a…Comments Off on Is 2017 a Good Year to Cash in on Home Equity?
Financial Planning Checklist for the New Year
Financial Planning Checklist for the New Year With only a few weeks left in this calendar year, your mind may be racing through lists of Christmas gifts, decorations, holiday parties, and year-end bonuses. Your carefully crafted plan for meeting your financial goals is by the wayside, waiting for January 2 to pick it back up…Comments Off on Financial Planning Checklist for the New Year
Kids, Gifts, and Your Financial Future, Oh My!
With the holiday season right around the corner, now is the perfect time to sit down with your spouse or partner to have a conversation about budgets and gift giving limits. A recent National Retail Federation survey shows that consumers say they will spend roughly $589 on gifts for others and $207 for items such…Comments Off on Kids, Gifts, and Your Financial Future, Oh My!
Jane Jennings – Jane and Company
Back in 2004, Jane Jennings moved to Austin with her three children, two girls and a boy. She took on various jobs to make a living; cleaning houses, waiting tables, and substitute teaching. In the meantime, she explored her love for paint and color and design, painting in her house multiple times. One of her…Comments Off on Jane Jennings – Jane and Company
Danny Peña is living the American dream
In March of 2015, Danny Peña earned his CPA license. And in the last year and a half, he has grown his business and even hired an employee full time to assist. Danny, his wife, and two children live in Austin and they appear to be living the American dream. “Our overall strategy for managing…Comments Off on Danny Peña is living the American dream
Krista Lea changes careers successfully
Krista Lea was working in the financial sector, educating clients about retirement plans, and she knew in her heart it was time to make a change. She was feeling squeezed with the pressure and structure, and took some vacation time, embarking on a cruise to the Caribbean. When she returned, she had a revelation: she…Comments Off on Krista Lea changes careers successfully