Insights Archive

Recent Posts

• How to Sell A Business November 29, 2023
• Form 5500 Changes for 2023 November 29, 2023
• Medicare and Social Security – What to expect in 2024 November 2, 2023
• ML&R Wealth Management’s Response to a Security Breach October 11, 2023
• Non-Profit Services for Endowments and Foundations September 29, 2023
• Do You Still Write Checks? Here’s How to Protect Yourself Against One of the Latest Scams – Check Washing! September 27, 2023
• Exploring the Benefits and Considerations of Intra Family Loans September 27, 2023
• All About Vested Stock Options August 29, 2023
• Will SECURE Act 2.0 Affect Your Retirement Plan In 2024? August 29, 2023
• An Update on Federal Student Loans August 29, 2023
• Protect your home against the extreme summer heat AND save on taxes too! July 26, 2023
• Holistic Financial Planning With ML&RWM – Everything You Need To Know July 26, 2023
• Secure Act 2.0 and Catch-Up Contributions June 27, 2023
• Where Should I be Investing My Cash Reserves? June 27, 2023
• Getting the Most Out of Your Health Savings Account (HSA): Max It, Grow It, Pass It June 27, 2023
• ML&R Wealth Management Named Top Firms by AUM from Accounting Today June 16, 2023
• All About Charitable Remainder Trusts (CRTs) May 25, 2023
• An Overview of 2023 RMD Rules May 25, 2023
• Financial Planning for Families with a Special Needs Child – ABLE Accounts April 25, 2023
• What You Need to Know About Restricted Stock Units (RSUs) April 25, 2023
• Protect Your Family’s Wealth: Understanding the Impact of Kiddie Tax March 29, 2023
• Tax Planning Strategies for 2023 March 29, 2023
• How Will SECURE 2.0 Affect You? February 22, 2023
• February Storms…Now the Norm? February 22, 2023
• What is the Role of an Executor in Estate Planning? January 23, 2023
• Secure Act 2.0 Inherited IRA: A Summary of Improvements to Retirement Planning in America January 23, 2023
• Year End Tax Planning & Financial Strategy for 2022 December 21, 2022
• What are Treasury I-Bonds and Do I Need Them in My Portfolio? December 20, 2022
• Winner Winner Chicken Dinner! November 29, 2022
• Love and Marriage, Love and Marriage. They Go Together Like A… November 29, 2022
• Making the Most of Your Ideal Retirement Lifestyle October 26, 2022
• Fiduciaries and Fiduciary Duty (Part 2 of 2) October 19, 2022
• ML&R Wealth Management Ranked #73 in CNBC Financial Advisor 100 October 6, 2022
• Are you considering buying a new Electric Vehicle? September 30, 2022
• What Is Fiduciary Management and Fiduciary Duties (part 1 of 2) September 29, 2022
• ML&R Wealth Management Ranked #268 in FA’s 2022 Annual Registered Investment Adviser Ranking August 30, 2022
• The Importance of Investing for the Long-Term August 24, 2022
• Lessons Learned Since Losing my Father July 27, 2022
• A year in the life of 401k Plan Management (based upon Calendar Year Plans) July 19, 2022
• Stuart Vick Smith Featured as One of the 10 Admired Women in Wealth Management by Aspioneer Magazine July 18, 2022
• More Bang for Your Buck: Roth Conversions During Market Declines June 30, 2022
• ML&R Wealth Management Named Wealth Magnet and One of the Top Firms by AUM June 27, 2022
• Investing Can Bring Order to Chaotic Times June 27, 2022
• Navigating Turbulent Financial Markets June 1, 2022
• What Is a Fiduciary Financial Advisor? May 24, 2022
• Why High Net Worth Families Should Apply for College Financial Aid May 24, 2022
• MaryBeth Meyer Celebrates 1 Year with ML&R Wealth Management May 23, 2022
• ML&R Wealth Management Named One of the Top 9 Best Financial Advisors in Austin in 2022 May 7, 2022
• What is this FIRE Movement? April 28, 2022
• How to Navigate a Changing Bond Market April 28, 2022
• Celebrating National Women’s History Month: A Woman’s Guide to Investing March 29, 2022
• A Perspective on Volatility March 29, 2022
• National Women’s History Month: A Woman’s Guide to Investing – Week Three 2022 March 17, 2022
• National Women’s History Month: Retirement For Women – Week Two 2022 March 10, 2022
• National Women’s History Month: A Woman’s Guide to Investing – Week One 2022 March 2, 2022
• Love & Money: Financial Goals for Couples February 24, 2022
• Preparing for Tax Season February 24, 2022
• Is it time for a credit check? January 26, 2022
• Everything You Need to Know About Medicare January 21, 2022
• Insurance Coverage Needs for Your Retirement Plan January 18, 2022
• 3 Tips for Navigating a Divorce December 17, 2021
• Want extra Holiday spending money? Check Unclaimed Property. December 16, 2021
• We Are Hiring! November 29, 2021
• Make the Most Out of the Season of Giving November 19, 2021
• 2021 Financial Planning Tips, Year-End and Beyond November 18, 2021
• Year-End Reminders for Your Retirement Plan October 28, 2021
• Early Retirement Health Insurance Options Before Medicare October 28, 2021
• 2021 Regulatory Updates and Fiduciary Best Practices October 27, 2021
• Medicare Open Enrollment Reminder for 2022 October 25, 2021
• ML&R Wealth Management Ranked #100 in CNBC Financial Advisor 100 October 11, 2021
• Protecting Seniors from Financial Exploitation September 28, 2021
• National Cyber Security Awareness Month September 28, 2021
• Unanticipated Side Effects: The Covid Pandemic and Women’s Financial Security August 26, 2021
• The Rising Costs of College—Plan Ahead and Be Prepared August 26, 2021
• Weathering a Financial Storm with Umbrella Insurance August 26, 2021
• ML&R Wealth Management Ranked #271 in FA’s 2021 Annual Registered Investment Adviser Ranking August 17, 2021
• Top Modern Family Financial Planning Tips July 29, 2021
• Financial Tips for New Parents July 22, 2021
• How Much Cash is Too Much Cash? June 23, 2021
• The Basics of Long-Term Disability and Long-Term Care Insurance June 21, 2021
• Inflation Nation June 14, 2021
• ML&R Wealth Management Welcomes MaryBeth Meyer as an Advisor June 14, 2021
• Retirement Plan Services: What Dollars Do We Use for Retirement Plan Calculations? May 24, 2021
• Fulfilling your Philanthropic Desires While Reducing your Taxes May 24, 2021
• What the COVID-19 Pandemic Taught Us About Community May 20, 2021
• Fear of Missing Out: Bitcoin Mania May 18, 2021
• Everything You Need to Know About Social Security May 10, 2021
• Hindsight is…2020? April 22, 2021
• From Saver to Spender: Key Elements of a Successful Retirement Plan April 21, 2021
• If you have a life change event, don’t forget about your benefit plans April 8, 2021
• National Women’s History Month: Women’s Guide to Investing Summary March 29, 2021
• National Women’s History Month: Women’s Guide to Investing – Week Four March 27, 2021
• Reflections on COVID Financial Lessons After a Year March 25, 2021
• National Women’s History Month: Women’s Guide to Investing – Week Three March 22, 2021
• National Women’s History Month: https: Women’s Guide to Investing – Week Two March 12, 2021
• National Women’s History Month: A Women’s Guide to Investing – Week One March 5, 2021
• ML&R Wealth Management Named #1 on the Best Places to Work for Financial Advisers March 1, 2021
• Retirement Plan Services: Cross Testing Retirement Plans February 25, 2021
• Stimulus Payments & Your 2020 Tax Return February 25, 2021
• Basics of Tax Planning in Times of Uncertainty February 19, 2021
• 3 Financial Housekeeping Tips to Start 2021 + 1 bonus tip January 21, 2021
• 2020 in Review: A Look Back on an Extraordinary Year January 13, 2021
• Create a good financial plan, then take comfort in it December 17, 2020
• Retirement Plans Don’t Just Benefit Your Current Employees December 2, 2020
• 2020 Financial Planning Tips, Year-End and Beyond November 18, 2020
• 2020 Fiduciary Training November 13, 2020
• Personal Finance for Women October 26, 2020
• What’s Up (or Down) with Value? October 26, 2020
• What does great client service mean to you? October 8, 2020
• Finding the Right Financial Advisor: Two Questions to Ask October 7, 2020
• Elections and Stock Market Returns October 7, 2020
• ML&R Wealth Management Partner, Stuart Vick Smith, Named Mentor of the Year by Austin Under 40 September 23, 2020
• Concerned about Performance with the Upcoming Election? You Shouldn’t Be September 22, 2020
• ML&R Wealth Management Ranked #295 in FA’s 2020 Annual Registered Investment Adviser Ranking September 9, 2020
• ML&R Wealth Management Named to 2020 FT 300 Top Registered Investment Adviser List September 9, 2020
• The Hierarchy of a Meaningful Financial Plan August 27, 2020
• Retirement Plan Services: Participant Access of 401(k) Funds During Employment August 19, 2020
• Coronavirus Tax Risk for 529 Plans July 20, 2020
• Retirement Plan Services: New Hire and Rehire Eligibility July 2, 2020
• So You’ve Inherited Some Money, Now What? June 25, 2020
• Employee Stock Options – What are they and how do they work? May 21, 2020
• Video: Smart Financial Planning Tips in the Times of COVID-19 May 7, 2020
• Managing Investments After Divorce April 29, 2020
• Smart Financial Planning Tips in the Times of COVID-19 April 22, 2020
• Finding the Right Financial Advisor Amidst a Financial Crisis: The Top Two Questions You Must Ask April 22, 2020
• Retirement Plan Services: Summary of CARES Act March 31, 2020
• Navigating the Emotions of a Financial Crisis March 30, 2020
• 2020 Tax Update March 23, 2020
• Covid-19 Impact on Global Stock Market March 13, 2020
• Retirement Plan Services: Avoiding Payroll Pitfalls March 2, 2020
• What Is A Registered Investment Advisor? February 17, 2020
• COVID and the Stock Market February 14, 2020
• Estate Planning 101: What Is Estate Planning? February 10, 2020
• 2020 Annual Letter to Our Clients January 27, 2020
• Why Choose A Wealth Management Firm That Can Also Serve As A Fiduciary January 20, 2020
• The New SECURE Act: Highlights of the New Rules that Impact Your Retirement Accounts January 15, 2020
• Year End Financial Planning Tips December 18, 2019
• A Season of Giving December 12, 2019
• Rules for Bonus Depreciation in 2020 December 10, 2019
• Retirement Plan Services: Ownership and RMDs November 20, 2019
• Tax Planning Tips for Year-End November 11, 2019
• Retirement Plan Options for Businesses Large and Small October 26, 2019
• Defining your Personal Investment Philosophy: Why it’s important and the impact it has on your portfolio October 21, 2019
• Helping Aging Parents with Money and Finances October 7, 2019
• ML&R Wealth Management Named One of the Top 10 Best Financial Advisors in Austin in 2019 September 26, 2019
• The Women’s Retirement Gap September 6, 2019
• Retirement basics: Participant retirement loans and hardship distributions August 19, 2019
• A Parent’s Guide to Sending Your Child to College August 1, 2019
• Social Security & Medicare — An Overview for Retirees July 29, 2019
• Five Questions to Ask a Financial Advisor Before You Hire Them June 18, 2019
• Dollars and Sense: How to Teach Your Kids about Money June 6, 2019
• To Roth, or Not to Roth: That is the Question – A Practical Guide to Roth Conversions May 20, 2019
• Retirement Plan Services: Who is Eligible? May 6, 2019
• Financial Wellness Through the Ages April 29, 2019
• Good Debt vs. Bad Debt April 4, 2019
• It’s Tax Season: Let’s Explore Various Planning Strategies March 19, 2019
• It’s Time to Marie Kondo Your Finances: Life Insurance Advice February 19, 2019
• 2019’s Guide to Achieving your Financial Goals January 17, 2019
• Advisor, Vanessa McElwrath, CFP®, CPA, Promoted to Partner November 28, 2018
• Are you Prepared for the Next Financial Crisis? Revisiting 2008 Ten Years Later October 24, 2018
• Avoid The Most Common Estate Planning Mistake: Do It! September 26, 2018
• Back to School: Creating a College Savings Roadmap August 24, 2018
• Keys to a Successful Investment Experience: Focus on What You CAN Control July 30, 2018
• Financial Planning For A New Baby January 19, 2018
• Smart Financial Moves to Make Before Year-End December 29, 2017
• How to Teach Your Children About Money September 30, 2017
• Ways to Properly Prepare for Retirement August 29, 2017
• Wealth Management for Gen X’ers July 7, 2017
• DOL Fiduciary Rule Update June 20, 2017
• Retirement Plan Options for Businesses Large and Small June 2, 2017