Intrua Financial - Austin

A can help care for a special needs child, even after you’re gone.

When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

A Taxing Story: Capital Gains and Losses Understanding how capital gains are taxed may help you refine your investment strategies.

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.

When it comes to investing, you may be your own worst enemy.

Don’t Be Your Own Worst Enemy Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

If you don’t have an , here’s some reasons why you should.

Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Here are a few key factors to consider when naming an executor for your estate.

And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Three tips for giving smart from the heart.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?

When was the last time you updated your will?

Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

The you’ve made in your life so far have helped prepare you for the future. We can help, too.

Investments You’ve made investments your whole life. Work with us to help make the most of them.

Do you know how missing the best and worst market days might affect your ?

It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio.

Business owners should consider a succession plan sooner rather than later.

Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

If you died, what would happen to your email archives, social profiles, and online accounts?

Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts?

Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When Markets React When markets shift, experienced investors stick to their strategy.

Are dividends a key component when evaluating investment opportunities? Learn more.

What Is the Dividend Yield? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

How to Make the Tax Code Work for You When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls.

Assets minus liabilities = net worth. When was the last time you calculated yours?

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Whether you realize it or not, you’ve allocated your assets.

A Decision Not Made Is Still a Decision Investors who put off important investment decisions may face potential consequence to their future financial security.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Mutual Funds vs. ETFs Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Are you looking for a balance? Find yours, starting with this video.

Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.