Ecotourism: What is it? And is it right for you?
When the weather gets this hot in Austin, I often spend my time fantasizing about other, less hot places I could be. To be completely...
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Nicole Renaux
- Apr 23, 2019
Adding Climate Change Values to Your Strategy
Most experts, and frankly, most humans agree that the climate is changing as a result of human activity. Many people are looking for ways...
Nicole Renaux
- Apr 3, 2019
Opportunities in Opportunity Zones
Recently, investors have become infatuated with Opportunity Funds, a popular new vehicle to reap attractive tax incentives while...
Nicole Renaux
- Mar 26, 2019
Planning When There is a Large Age Gap
Retirement planning for couples with a large age gap can lead to some interesting planning issues. My significant other is 17 years my...
Nicole Renaux
- Mar 19, 2019
Addressing Trade-offs in Your ESG Strategy
Socially conscious individuals are drawn to the idea of socially responsible investments (SRI), allowing them to align their social...
Nicole Renaux
- Mar 1, 2019
Pursuing ESG: Adding Environmental, Social, and Governance Factors
With the growing popularity of index funds and ETFs, investors are often seeking a low cost approach to a diversified portfolio. And...
Nicole Renaux
- Feb 16, 2019
Move to Puerto Rico for tax benefits?
In this interesting article, Andrew Henderson of Nomad Capitalist takes on the sometimes trendy idea to reduce your tax burden by moving...
Daphne Jordan CFP (R)
- Feb 2, 2019
Saving for College: Smart Options
As a parent, it’s likely that one of your dreams for your child is that she will go to college. After all, Benjamin Franklin said, “An...
Milad Taghehchian, CPA, CFP(R)
- Oct 7, 2018
Interest Rates Are Increasing.... Now What?
After almost a decade of record low interest rates, over the last 24 months the US Federal Reserve has been incrementally increasing...
Milad Taghehchian, CPA, CFP(R)
- Oct 4, 2018
Meals and Entertainment Deduction Still?
For more than three decades companies have been able to deduct 50% of meals and entertainment expenses directly related to business...
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