Author: Mau Sanchez, Chief Investment Officer

In 2026, the “Texas Hill Country lifestyle” isn’t just a springtime photo op with bluebonnets. It’s become a real, year-round way of living that’s pulling in retirees, pre-retirees, business owners, and families who want more space, more calm, and more community, without feeling cut off from the world. And if you’ve been hearing one town…

If you’re retiring (or already retired) in Wimberley, Social Security is probably a “set it and forget it” line item: until it isn’t. A cost-of-living adjustment hits, you take a part-time job, your spouse files, Medicare premiums change, or you start stacking income sources in retirement. This guide is a plain-English, 2026-specific overview of what…

Retiring to Wimberley is supposed to be about the slower pace of life. It’s about morning coffee overlooking the Cypress Creek, afternoon walks through the historic Square, and evenings spent with a glass of local wine as the sun dips behind the hills. But in 2026, the digital world doesn't always respect that peace. As…

NOT TAX ADVICE (and not legal advice): This article is educational only. We’re not tax advisors, and we’re not telling you how to file your taxes. Medicare/IRMAA outcomes depend on your full situation, and rules can change. Always coordinate decisions with your CPA/tax professional and Medicare resources. Medicare premiums feel like they should be simple:…

NOT TAX ADVICE: Portafolio Capital Management dba Mau Sanchez Capital is not a tax advisor. This article is for informational and educational purposes only. Please consult with a qualified tax professional or CPA regarding your specific tax situation. If you spent your career as a teacher in the Wimberley Independent School District, a firefighter in…

IMPORTANT: THIS IS NOT TAX ADVICE.Retire in Wimberley and Portafolio Capital Management are not tax advisors. The information below is for educational and informational purposes only. Please consult with a qualified CPA or estate tax attorney before making any financial or tax-related decisions. If you’ve been following the news over the last few years, you…

NOT TAX ADVICE: This article is for educational purposes only and is intended to share general information about current tax laws related to Qualified Charitable Distributions (QCDs). We are not tax advisors, and nothing in this post should be treated as tax advice or instructions for your specific situation. Please discuss any QCD, IRA distribution,…

Welcome to Wimberley! If you’ve recently traded the hustle and bustle of a major city for the cypress-lined banks of the Blanco River, you’ve made a choice many only dream of. The "Village in the Valley" offers a slower pace, a thriving arts scene, and, of course, the financial benefit of having no state income…

Retiring in Wimberley has a funny way of sneaking up on you, in the best way. You move for the views, the pace, the creek, and that “we can breathe again” feeling. Then a few weeks later you realize: Okay… how do we actually meet people? Good news: in 2026, Wimberley and the surrounding Hill…

If you’ve ever heard someone say, “Texas is tax-free,” you already know where this is going. Yes, Texas has no state income tax, and that’s a big deal for retirees living on Social Security, IRA/401(k) withdrawals, pensions, and investment income. But “no income tax” doesn’t mean “no taxes.” In Texas, the tax burden tends to…