ML&R Wealth Management LLC

We’re thrilled to join forces with Creative Planning and expand our offering and resources while continuing to provide full-service, comprehensive wealth management to our clients. Read the full article here: https://lnkd.in/g83WkZqU Be sure to follow Creative Planning to stay up to date on the latest investment and financial news!

2023's market review by Dimensional highlights the unpredictability of stock performance, underscoring the challenge of market predictions. https://hubs.la/Q02lzgQd0 Despite expert forecasts, the resilience and growth of stocks demonstrate the importance of a long-term, diversified investment strategy. This insight is a reminder of the market's inherent uncertainties and the value of staying the course. #InvestmentStrategy #MarketReview #FinancialPlanning

With college costs soaring, it's crucial to plan ahead. https://hubs.la/Q02lzsxq0 Service Advisor, Scott Adair sheds light on strategies to tackle the financial challenge of higher education. It emphasizes starting early with savings, exploring 529 plans for their flexibility and tax advantages, and considering student loans as a supplement, not a primary funding source. It also highlights the importance of educating children on the value of money and choosing degrees with a viable return on investment. #atx #EducationPlanning #CollegeSavings #FinancialLiteracy

Estate planning is crucial for securing your legacy and ensuring your wishes are honored. Advisor, Vanessa McElwrath delves into the essentials of estate planning, covering wills, powers of attorney, and trusts, highlighting the importance of regular updates to reflect life changes. https://hubs.la/Q02lzr-60 A comprehensive estate plan safeguards your loved ones and streamlines the distribution of your assets, avoiding complications. #atx #EstatePlanning #WealthManagement #FinancialPlanning

🌍✈️ Why limit your investment horizon when you can go global for value? https://hubs.ly/Q02jTPkc0 Explore how diversifying with international value stocks could enhance your portfolio's potential. Dimensional’s latest insight breaks down the benefits and considerations of looking beyond borders for investment opportunities. 📊💼 #atx #InvestmentStrategy #GlobalValue #DiversifyYourPortfolio

📜✨ Navigating Estate Planning? Understand the critical role of an executor with insights from Service Advisor, Kira Scott. https://hubs.ly/Q02jTHrb0 An executor plays a pivotal part in managing and settling your estate, ensuring your assets are distributed as per your wishes. This article dives into their responsibilities, limitations, and how to best prepare them for their duties. A must-read for anyone in the process of estate planning or updating their will. 🌐💼#atx #EstatePlanning #ExecutorRole

As we step into a new year with a fresh start, it’s the perfect time to review and enhance your tax planning strategies. https://hubs.ly/Q02jTMXh0. Advisor Associate, Nikki Yates created a comprehensive guide to explore effective tax planning strategies to optimize your financial position and minimize tax liabilities. #atx #WealthManagement #TaxPlanning #FinancialFreedom

📈 Join us in exploring insights from Retirement Plan Advisor, Pam Raffaele about the importance of fidelity bonds for your company’s retirement plan. https://hubs.la/Q02h_vy70 Your company’s retirement plan deserves the best protection. Let's make sure you're well-prepared! 💡📖 Feel free to share your thoughts and questions in the comments below! 👇 #atx #RetirementSecurity #FinancialPlanning #MLRWealthManagement

🌆 Are you always looking for the next big event in Austin? 🎶 Sign up for our exclusive newsletter and not only get the latest financial knowledge but also the inside scoop on Austin's vibrant events scene. https://hubs.la/Q02h_Ffl0 💌✨👉 Subscribe now and be the first to know about what's happening in your city! #atx #AustinEvents #StayInformed #JoinUs #Newsletter

Preparing for retirement requires adaptability and informed decision-making. 📈 Service Advisor, Scott Adair’s latest article sheds light on critical topics for those approaching or in retirement. https://hubs.la/Q02h_rHK0 🧓💼 #atx #RetirementPlanning #EconomicInsights #InvestmentStrategies #MLRWealthManagement