In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your… Read More
Financial Planning in Turbulent Times
Taxes
Tax-Wise Investment Techniques
In our last article, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools… Read More
The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when… Read More
What Issues Should I Consider During a Recession or Market Correction?
Will your cash flow be tight? Do you want to rebalance your investment and retirement accounts? Were you planning to retire in the near future? These are just a few… Read More
6 Crucial Tax Strategies That Busy Professionals in Houston Should Consider
One of the most common questions we get from individuals and business owners, as CERTIFIED FINANCIAL PLANNER™ practitioners in Houston is this: “How do we lower our taxes?” From business… Read More
Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV
Wondering what steps you can take if you are worried about losing your job? How do you take advantage of the market decline and current income tax rates? These are… Read More
7 Tax Planning Tips to Use Now While Taxes and Stocks are On Sale
Experts have been talking about income tax rates rising dramatically in the coming years as the federal deficit rises to worrisome levels and current tax rates are scheduled to sunset… Read More
