Financial Insights
Two ways to learn: in-depth articles and white papers, and short videos from Stefan and the team. Dig into whichever suits the moment, covering tax planning, investing, retirement, estate planning, and strategies for business owners.
In Writing
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Read moreIn-depth articles and white papers from the credentialed advisors at Whitwell & Co.
The Owelty Lien: Keeping the House After a Texas Divorce
Texas caps homestead cash-out refinances at 80 percent of value, which can block a divorce buyout and force a home sale. The owelty lien is the constitutional exception that funds the buyout and lets one spouse keep the house.
Annuity Pitfalls: Nine Costly Mistakes
Annuities can offer valuable benefits to client portfolios, but success depends on careful planning and administration. Avoid these nine common pitfalls.
On Video
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Watch moreShort videos on investing, wealth management, financial planning, and tax, the same ideas behind the writing above.
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