Our Head of Generosity Shares Tax-Saving Strategies for Nonprofits and their Donors

In the spirit of giving back and empowering nonprofits and donors alike, we are thrilled to announce that our Head of Generosity, Justin Lopez, has recently contributed a blog post to a council of schools across the nation. At our core, we are dedicated to fostering a culture of strategic philanthropy that helps “all the […]

The 2023 Financial Roller Coaster

If you have teenagers, you have undoubtedly experienced the joy of a roller coaster ride. If you are anything like me, the actual joy is found in getting off the roller coaster with a sigh of relief that the experience is over. In many ways, 2023 was the financial equivalent of a roller coaster ride. […]

The Shadow of Comparison: How Comparing Ourselves Diminishes Generosity

In the age of social media, where curated snapshots of seemingly perfect lives are a click away, the human tendency to compare ourselves to others has reached a fever pitch. While comparison can serve as a motivator, pushing us to improve ourselves, it often casts a long shadow, leading to feelings of discontentment, envy, and, […]

Rounding Out Financial Stewardship with Generosity Planning

Financial planners should help clients steward their resources, which means preserving and increasing their assets, as well as giving them away. This is a holistic approach to stewardship that goes beyond the traditional focus on accumulation. 49 Financial is a financial planning firm that takes a unique approach to stewardship by including generosity planning as […]

Q3 Market Review: A Long-Term Lens on Short-Term Events

Another quarter has come to an end as we head to finish out the rest of 2023. As always, we review the market changes that have occurred, knowing that there will be positive and negative events. At 49 Financial, our planning process focuses on our client’s long-term financial plans, which are tailored to their individual […]

Introducing the 49 Financial Generosity Team

Hello! I’m thrilled to introduce you to the 49 Financial Generosity Team, an essential department within 49 Financial, a financial planning firm headquartered in Austin, Texas, with a widespread presence across the nation and eight physical offices spanning six states. Why the Generosity Team? In the world of financial planning, the concept of stewardship is […]

Essential Retirement Considerations: Answering the Key Questions for a Secure Future

Recently, someone asked me what questions I hear most from people getting ready to retire. I recited the usual list of concerns that I hear from people. The follow-up question surprised me. The person then asked what questions I thought people SHOULD ask before retirement.  When I simplify the answer, there are really two main […]

Faces of 49: NW Arkansas Financial Professional, Parker Teague

Say hello to Parker Teague, at 49 Financial in our NW Arkansas office. Parker has been with our company for a few years and has had a lasting impact. In this career, Parker is able to utilize his passion for numbers and his desire to give back to others. At 49 Financial, values are what […]

Strategic Planning for Long-Term Success in the Face of Short-Term Market Changes

As part of our quarterly review, we analyze the market changes that occurred, understanding that during this period, there may be both positive and negative events. Our planning process focuses on our client’s long-term financial plans, tailored to their individual goals and circumstances. We recognize that each quarter is a small part of our journey […]

Faces of 49: Atlanta Financial Professional, Cole McKelvey

We had the chance to sit down with Cole McKelvey, one of our financial professionals at 49 Financial in Atlanta and hear more about the impact he is making in the financial services industry. For Cole, one of the most rewarding aspects of working in finance is seeing the difference he can make in people’s […]