It is my mission to help you live your life, at least from a financial perspective, with MORE JOY, LESS STRESS and especially to FINISH WELL.  Together, we can accomplish this in three steps:

(1) Create a customized retirement blueprint.

(2) Set in play strategies to follow the blueprint.

(3) Mark our progress toward that blueprint every year and adjust as needed.

News on the Economy: The Natural Gas Boom



I was visiting with a CPA from Sweetwater, TX at the TSCPA Annual meeting in Las Vegas back in June and he was telling me about the new shale deposit in west Texas that is estimated to dwarf the massive Eagle Ford deposit in south Texas.  This is great news for our economy and especially Texas.  Here is a brief article on the economic impact of this natural gas boom. Click here to read the article.

Hot Topic: Tips for Preventing Identity Theft

I encourage you to take a moment to read this interesting article that offers some tips for protecting yourself against cyber crime. Click here to read the article.


Personal Note

I am happy to have completed my term as President of the Austin Chapter of TSCPA.  It was a great experience though I look forward to being a regular ole accountant again.

Jennifer and I recently enjoyed our 25th wedding anniversary.  I know, it's difficult to believe that we are old enough to have been married that long.  And technically, we are not.  We planned an epic trip that we called The Twin Cities of Sin.  The plan was to take the train to New Orleans for a couple of days and then fly over to Las Vegas in time for the Annual Meeting of the Texas Society of CPAs.  Jennifer got so sick on our first day in New Orleans and we saw very little of the city.  She recovered in time to fly to Las Vegas where we thoroughly enjoyed record June temperatures of around 115 degrees.  We now are contemplating a do-over.

For more information about me see Who is This Guy?









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