Yearly Archives: 2014


Beneficiary Designations – Simple in Concept but Can Easily Go Wrong

Yes, I have a soap box.    Yes I get on it frequently.     Here is one topic that causes me to climb on it once again.    One of the main things I keep telling our clients (and they get tired of hearing it) is to double check your beneficiary designations on your [...]

By |June 27th, 2014|Caution|0 Comments

Death and Social Media

© This morning I woke up to the news of a drunk driver that plowed through a group of people at SXSW festival here in Austin. When you see stories like this you immediately feel the pain of the people involved and  mourn the tragedy of such a thoughtless act. What also [...]

By |March 13th, 2014|Caution|0 Comments