MLR

Category: Wealth Advice / Estate Planning

Women continue to struggle for equality on many levels. Financially, we face an uphill battle to land the best jobs and earn an equal wage. Women also face a dramatic disadvantage when it comes to investing for our long-term financial future.

Only 30% of all businesses put on the market for sale are actually sold, according to the National Federation of Independent Business.

The everyday investor tends to be paralyzed by worry about investments and how to do right for your portfolio. Get the noise out of your head and invest wisely. Take the worry out of investing and focus on advice to live by.

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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.