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Managing Your Budget and Taxes With a Fluctuating Income

Managing Your Budget and Taxes With a Fluctuating Income

by Scott Hamilton | Apr 3, 2024 | Financial Planning, Taxes

By Scott Hamilton Do you ever feel like your bank account balance is on a wild roller coaster ride? You’re not alone. Commission-based salespeople, independent contractors, freelancers, and many others whose income isn’t consistent experience unique challenges in...
The Importance of Estate Planning

The Importance of Estate Planning

by Scott Hamilton | Mar 7, 2024 | Financial Planning, Retirement

By Scott Hamilton, CFP® Most people tend to not think too far into the future. But when it comes to how you will allocate your assets and other precious resources, it’s vital to have a plan. If you haven’t done this yet, or haven’t updated your estate plan in a while,...
Why You Should Consider Sending Your RMDs Straight to a Charity

Why You Should Consider Sending Your RMDs Straight to a Charity

by Scott Hamilton | Feb 7, 2024 | Financial Planning

By Scott Hamilton, CFP® At Hamilton Financial Planning, LLC, we prioritize community engagement and value a spirit of generosity. If you can relate, you’re aligned with our clients who share similar values. You understand that life extends beyond your immediate...
What Is the Charles Schwab Bank Pledged Asset Line?

What Is the Charles Schwab Bank Pledged Asset Line?

by Scott Hamilton | Jan 9, 2024 | Financial Planning

By Scott Hamilton The Pledged Asset Line (PAL) at Charles Schwab Bank is a valuable tool for investors who want a flexible and potentially cost-effective borrowing solution. I often recommend it to my clients here at Hamilton Financial Planning. In response to many of...
Is Maxing Out Your 401(k) Always the Optimal Choice?

Is Maxing Out Your 401(k) Always the Optimal Choice?

by Scott Hamilton | Nov 28, 2023 | Financial Planning, Retirement

By Scott Hamilton There are so many factors that go into retirement planning, but maxing out your 401(k) contributions is often seen as one of the most important things you can do. While automatic contributions are easy to set up and can be an absolute game changer in...
Grow Your Wealth Tax-Free With a Backdoor Roth IRA

Grow Your Wealth Tax-Free With a Backdoor Roth IRA

by Scott Hamilton | Nov 13, 2023 | Financial Planning, Retirement

By Scott Hamilton Are you concerned about the impact of taxes on your retirement savings? If so, a backdoor Roth IRA might be the solution you’ve been looking for. In this article, we explore the concept of a backdoor Roth IRA and how it can help you grow your wealth...
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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]