MLR

Category: Wealth Advice / Estate Planning

Money is one of the largest stresses in an individual’s life. We worry about the bills today and our financial future tomorrow. As the family’s CEO, primary caregiver or single mom, women face this stress on a regular basis. Follow these steps to take the stress out of investing so you can relax and enjoy time with family.

Our affiliate, ML&R Wealth Management, provides investment advisory and management services to institutions and nonprofits in Central Texas.

Creating an estate strategy is all about helping ensure that your final wishes are carried out in the event of your death and your assets are transferred to your heirs with managing taxes in mind.

Trying to live by the rules can be challenging, especially when it comes to your finances. Do you save for retirement or buy your dream home? Choices are important and decisions are hard. When it comes to your finances, here are some of the important rules to follow.

At Maxwell Locke & Ritter, our Family Office service line goes beyond traditional accounting and tax needs by offering individual clients a blend of services tailored to care for their family’s financial well­-being.  The strength of this service comes from our dedicated team with years of experience in bookkeeping, tax planning, estate planning, succession planning, portfolio accounting and all the services needed to manage a family’s finances.

Our affiliate, ML&R Wealth Management, is celebrating their 20 year anniversary in 2017.  For the next 20 years and beyond, they want to continue to be a trusted advisor for their clients and with that in mind, they are pleased to announce the launch of their new website.

As you may have heard in the news, components of the Department of Labor’s fiduciary rule finally went into effect on June 9th. You can add the date as the latest significant date to the running timeline for the Department of Labor’s fiduciary rule

Americans work hard to make a living and earn a dollar. However, many Americans have little or no money set aside for retirement. Savings must be part of our day-to-day ritual with money. It is important to set up a savings routine without getting overwhelmed. Here are some tips to make saving for retirement a little easier.

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives.

There are quite a few different types of retirement plan options that cater to the particular needs of businesses of varying sizes- from the self-employed individual to large enterprises.  Three retirement plan options stand-out depending on what you want to accomplish with your plan and how much flexibility you need. These are: 401(k) plans, SEP IRAs, and SIMPLE IRAs.