Author: Mau Sanchez, Chief Investment Officer

Wimberley has a way of pulling people in. Maybe it’s the cypress-lined creeks, the art galleries around the Square, the easy drive to Austin when you want “big city” options, or the fact that day-to-day life here just feels calmer. But once the dream starts looking real, selling a home, buying in the Hill Country,…

NOT TAX ADVICE: This article is for educational purposes only and should not be treated as tax advice or tax instructions. Tax rules are complex and highly personal. You should consult with a qualified tax professional before making any decisions about retirement contributions, Roth elections, IRAs, HSAs, Medicare-related income planning, or any other tax-related strategy…

Thinking about moving to Wimberley in 2026? You’re not alone. Between the Hill Country scenery, the slower pace, and the “close enough to Austin” convenience, Wimberley has become a short-list town for retirees and pre-retirees who want quality of life without feeling totally remote. But here’s the part most folks want to get right before…

Market volatility isn’t new, but 2026 is shaping up to be one of those years where headlines can whipsaw your confidence, especially if you’re recently retired (or about to be) and you’re trying to enjoy the slower pace of life here in Wimberley. The good news: “protecting your portfolio” doesn’t have to mean hiding in…

NOT TAX ADVICE: This article is a general educational overview of recent legislation and retirement-related rule changes. It is not tax advice, not a recommendation to take any specific action, and not a substitute for guidance from your CPA, tax preparer, or other qualified tax professional. Before making any tax-related decisions connected to your move,…

NOT TAX ADVICE: This article is for informational and educational purposes only. Tax laws are complex, fact-specific, and can change over time. Before making any decisions about an inherited IRA, distributions, Medicare premiums, Social Security taxation, or a move to Texas, discuss your situation with a qualified tax professional. Inheriting an IRA can feel a…

Moving to Wimberley isn’t just a change of address, it’s a change of pace. One minute you’re knee-deep in utility transfers and appointment confirmations, and the next you’re figuring out which coffee spot feels like “your” spot and how early you have to book a Blue Hole swim session. To make your landing smoother, here’s…

NOT TAX ADVICE: This article is for general informational and lifestyle purposes only. Any references to taxes, retirement income, withdrawals, or related planning concepts are general in nature and should be reviewed with a qualified tax advisor before making decisions. For decades, the goal was simple: Save. You watched the numbers climb, maximized your 401(k)…

If you’re thinking about retiring in Texas, you’ve probably heard the usual short list: Fredericksburg, Georgetown, New Braunfels, maybe a coastal spot like Rockport. And then there’s Wimberley, smaller, artsier, greener, and (depending on who you ask) either a hidden gem or “Austin’s backyard getting discovered.” So, is Wimberley one of the best places to…

So, you’re finally doing it. You’ve traded the hustle of the city for the limestone bluffs and Cypress-lined waters of the Blanco River. You’ve heard the rumors: Texas is a tax haven! No state income tax! More money for wine at the Driftwood wineries and morning walks at Blue Hole! And while that’s mostly true,…