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Your Savings Account Is Costing You Thousands

Your Savings Account Is Costing You Thousands

by Scott Hamilton | Jun 7, 2026 | Cash Management, Financial Planning

The bank is very comfortable with your money sitting there. You should be a lot less comfortable with that arrangement. My brother Ty was recently exposed to the exact situation that you can avoid in this blog. As he and his girlfriend were getting serious and...
How to Reduce Taxes and Build Wealth with Qualified Charitable Distributions (QCDs) in 2026

How to Reduce Taxes and Build Wealth with Qualified Charitable Distributions (QCDs) in 2026

by Scott Hamilton | May 15, 2026 | Financial Planning, Retirement, Taxes

If you’re 70½ or older and have a traditional IRA, a Qualified Charitable Distribution (QCD) is one of the smartest ways to give to charity while lowering your taxes and protecting your wealth.  In 2026, you can transfer up to $111,000 per person (or $222,000 for...
Understanding the Medical Costs That Medicare Doesn’t Cover

Understanding the Medical Costs That Medicare Doesn’t Cover

by Scott Hamilton | May 2, 2026 | Financial Planning, Retirement

If you’re nearing retirement, you’re likely thinking that Medicare will be your primary health insurance once you turn 65. While this is a vital program, the truth is that Medicare doesn’t cover everything. And even for things that are covered by Medicare,...
You’ve Inherited Money — Now What Should You Do?

You’ve Inherited Money — Now What Should You Do?

by Scott Hamilton | Mar 4, 2026 | Financial Planning

    Receiving an inheritance often comes alongside grief, family dynamics, and a swirl of emotions that can make it hard to think clearly about money. And that’s okay. The truth is, there’s no deadline to have it all figured out. But there are a...
How Pre-Retirees Can Rebound Financially in the New Year

How Pre-Retirees Can Rebound Financially in the New Year

by Scott Hamilton | Jan 10, 2026 | Financial Planning, Retirement

By Scott Hamilton, CFP® 2026 is a great year for pre-retirees to take a fresh look at their financial goals and start planning for a retirement that truly feels fulfilling. By spotting common pitfalls and making a few smart adjustments, pre-retirees can rebound...
Why Choose a Fee-Only Fiduciary Financial Advisor?

Why Choose a Fee-Only Fiduciary Financial Advisor?

by Scott Hamilton | Sep 17, 2025 | Financial Planning

By Scott Hamilton, CFP® There’s a lot of confusing financial jargon out there, and choosing a financial advisor can feel like navigating a maze. How do you know you’re getting advice that truly puts your interests first? The answer lies in two key terms:...
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THE 6 HIDDEN TAX SAVING OPPORTUNITIES

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With over two decades of financial management experience, I’ve worked at innovative startups, as well as Fortune 500 companies such as Exxon and Dell, where I worked as a senior principal consultant and product manager. I am licensed to do business in Texas, Louisiana, Florida and South Carolina and have a master’s degree in international finance from Pepperdine University.

A native Texan, my experience ranges from working in the oil, gas and technology fields to managing people’s assets for over 20 years — designing more than 250 financial plans throughout my career. Decoding the many intricacies involved in the financial modeling and investment management process is what I do best: providing my clients with the tools and insight they need to achieve their financial goals.[/vc_column_text][/vc_column][/vc_row]