James Werner, CFP®

Silicon Hills has created a voice skill within the Amazon domain to allow us to publish voice updates through the system. Enabling the skill is a simple process. Login...

A key element of impactful wealth management is to serve as the family sounding board. To be available to hear the message, to objectively focus on the best solution,...

There are few things in life more universally disappointing than the first pancake. The griddle is either too hot or too cold, the color is all off, and the...

Having trouble finding common ground with your spouse when it comes to charitable giving? You are not alone. Giving together should draw us closer. Unfortunately, in some cases disagreements...

Impact investment vehicles provide capital to companies and organizations – in both emerging and developed markets – to address the most pressing social and environmental challenges in the world....

What We Learned David and Jan are enjoying an active and secure retirement – debt-free. They regularly volunteer in their community, serve on a couple of boards, and donate...

What We Learned Lena’s existing financial situation is secure because she has done a tremendous job saving. She maxes contributions to her current 401(k) plan, has consolidated accounts from...

In our fast-paced, information-loaded society, we recognize that you likely don’t have the time and energy to dedicate towards researching and evaluating the ever-growing, ever-changing spectrum of socially and...

What We Learned They have already retired to their dream home, secured sufficient income sources to cover all their retirement needs, and yet they feel their financial plan is...