Understanding Today’s Financial Environment
Welcome, we are financial professionals with offices throughout Central Texas. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (512) 381-1510.
At ClearVista Financial, we truly value our community. Sharing your time, talent, and resources with those in need is an important part of spending life well. Check out these sites to find volunteer opportunities in your area.
Idealist.org — Idealist is a project of Action Without Borders, a nonprofit organization founded in 1995 with offices in the United States and Argentina.
Volunteer Match — Volunteer Match strengthens communities by making it easier for good people and good causes to connect.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Don’t overlook the need for renter’s insurance if you rent your home.
A quick look at how federal income taxes work.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The uncertainties we face in retirement can erode our sense of confidence.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It's easy to let investments accumulate like old receipts in a junk drawer.
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.