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A Season of Gratitude

Submitted by Durbin Bennett on November 22nd, 2016

We wish you a joyous holiday season and thank you for the trust and support you have shown us throughout the year.  In the spirit of gratitude and giving, we have made a donation to the Central Texas Food Bank.

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Lower Your Tax Bill With Year-End Planning

Submitted by Durbin Bennett on November 14th, 2016

As the end of the year draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there's no better time for tax planning than before year-end. That's because there are a number of tax-smart strategies you can implement now that will reduce your tax bill come April 15.

Tags:
  • Financial Planning
  • Tax Planning
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Why You Need a Personal Liability Umbrella Policy

Submitted by Durbin Bennett on November 7th, 2016

An increasing number of people are starting to understand that their real risk exposure is not in the costs associated with repairing or replacing their car or home, rather it is in the far more costly liability risk. Yet, most people drastically underestimate their personal liability risks.

Tags:
  • Insurance
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A Buy-Sell Agreement Instead of Deferred Compensation?

Submitted by Durbin Bennett on November 1st, 2016

Tax legislation passed in the mid-1990s limited annual contributions to qualified retirement plans, restricting the ability of business owners, professionals, and key highly compensated employees (HCEs) to save for retirement on a tax-favored basis.  To help assure adequate retirement income, there are a number of nonqualified alternatives, including the traditional deferr

Tags:
  • Entrepreneurs
  • Estate Planning
  • Insurance
  • Retirement
  • Tax Planning
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Presidential Elections and the Stock Market

Submitted by Durbin Bennett on October 24th, 2016

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stock market.

Tags:
  • Investments
  • RIA
  • Volatility
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Biggest Misconceptions About Business Insurance

Submitted by Durbin Bennett on October 17th, 2016

Business owners have a tremendous opportunity to generate significant rewards from a business in which they have invested heavily. However, as with any opportunity with the potential for great rewards, there are great risks, many of which have the potential to create a serious financial hardship on a business.

Tags:
  • Entrepreneurs
  • Insurance
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Remarriage: Altering Your Financial Plan to Meet Your Needs

Submitted by Durbin Bennett on October 10th, 2016

In previous generations, husband’s traditionally handled the family finances. While this arrangement may have worked well during the husband’s lifetime, the consequences of the wife’s lack of involvement in the family’s finances often became clear after her spouse died.

Tags:
  • Estate Planning
  • Insurance
  • Real Estate
  • Retirement
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A Business “Will” can Go a Long Way

Submitted by Durbin Bennett on October 3rd, 2016

A business will is far more than a legal document designed to transfer assets upon the death of an owner or partner. It is a comprehensive estate planning tool that can include everything from management plans, and other documents necessary for a company’s continued operation and future health, to shareholder buy-sell agreements.

Tags:
  • Entrepreneurs
  • Estate Planning
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Department of Labor’s Fiduciary Rule - What investors need to know

Submitted by Durbin Bennett on September 26th, 2016

You have probably read about the U.S. Department of Labor’s (DOL)1 new fiduciary rule that will impact financial advisors and their clients.

Tags:
  • Fee-only
  • Investments
  • Retirement
  • RIA
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How to Keep Your Life Insurance Costs Down

Submitted by Durbin Bennett on September 12th, 2016

With rates as low and competitive as they have ever been, it’s as close to a “buyers” market in life insurance as you’ll see.  Still, with a goal to be as efficient as possible with financial resources, curbing all costs and expenses is a priority for most people, and buying life insurance is no different.

Tags:
  • Financial Planning
  • Insurance
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Recent Blog Posts

  • A Season of Gratitude
  • Lower Your Tax Bill With Year-End Planning
  • Why You Need a Personal Liability Umbrella Policy

Archived Blog

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Categories

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  • Entrepreneurs (5)
  • Estate Planning (12)
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  • Financial Planning (14)
  • Giving (3)
  • Identity Protection (4)
  • Insurance (12)
  • Investments (10)
  • Kids (5)
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  • Real Estate (4)
  • Retirement (8)
  • RIA (5)
  • Tax Planning (8)
  • Volatility (9)

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At Durbin Bennett Private Wealth Management we work as your personal financial planner and financial advisor offering you a wide range of services and products such as wealth management, retirement planning, investment management and asset and risk management. We serve clients from Austin and San Marcos as well as the surrounding communities.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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