How We Think
Latest information and advice from Avant Financial Advisors.
Inheriting Financial Approaches
Most of us have grandparents (or parents!) who lived through the Great Depression. We know their stories of losing jobs and money, stories of struggle to rebuild what had been…
Property Tax Woes
Just when I breathed a sigh of relief that I finished my tax return and sent it in on time, I received a piece of unwanted mail: my property tax…
Parable of the Loaned Money
Since this Sunday is Easter, we are honoring Holy Week on the blog today! As Christians this is one of the most important weeks in our year. It’s a week…
Ride Share Fail
Over spring break we spent a day in New Orleans as part of a long road trip. We crammed in as much of the food, sights, and (kid-appropriate!) experiences we…
Weather Forecasts
You might live in a place where the weather is pretty predictable. In Texas, we don’t have that luxury. The only thing that is predictable is that it will be…
How Much Is Too Much In One Basket?
How much is too much? This question comes up all the time with my clients. Let’s see if you can relate. You’ve been asked by a friend to invest in…
SCUBA Diving: Kaimey’s Story
Hey, guys! It’s Kaimey here today. Scott shared his first SCUBA diving experience last week so I thought I’d give you my experience after he talked me into getting certified…
SCUBA Diving: My First Dive
I have always loved water and adventure. I’m up for anything that combines those two. Water-skiing, windsurfing, kayaking...I love them all. One of my favorites is SCUBA diving. It’s surreal…
Can My CPA Serve As My Financial Advisor?
I often hear people make a dangerous assumption: “I use my CPA as my financial advisor.” I definitely don’t have anything against CPAs. I mean, I am a CPA! But…
Marriage & Money: Part 2
Thanks to my wife, Kaimey for kicking us off this week! If you missed Part 1, go back and read it to get caught up! First of all, let me…
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Your money should be a tool to help you accomplish your life’s dreams. Not a point of stress. We specialize in taking the complexity of your financial life and organizing it into easy-to-understand points.
