Over the last two years, cash has made a comeback. Yields on high-yield savings accounts, CDs, and money market funds approached 5%. Many...

The pros and cons of buying real estate via a self-directed IRA vs just buying investment property outside of an IRA. A tax decision

Buying real estate without a realtor? Using owner financing? Here are important documents and processes to keep in mind.

What is a High-Deductible Health Plan? Why is an HSA beneficial? What happens when you are self employed or in an S-Corp or partnership

Having recently transitioned from the investment management industry to my new role as an advisor with Pioneer, I was thrilled to have...

In my previous post, I outlined sources of funds available to people experiencing income reduction or loss. This week, I'll talk about...

Writing a blog in this environment is pretty challenging. It's hard to find content that hits to the heart of what people are...

Urban density and affordability are familiar issues for many Austinites. Building an Auxiliary Dwelling Unit (ADU) has become a creative...

If you’re considering solar panels for your home, the time to move forward with planning and installation might be sooner rather than...

As summer winds down, kids head back for a new school year. Among the pencils, paper, and other supplies, it’s important to equip your...