On July 4th, a massive new tax bill quietly passed, stretching nearly 900 pages. While few people will read it cover to cover, the changes inside could affect retirees, families,… Read More
What You Need to Know About The One Big Beautiful Bill
Taxes
Navigating the Maze of Tax Strategies for a Secure Retirement
Tax planning may not be the most thrilling topic at a dinner party, but when it comes to preparing for retirement, it plays a central role. Knowing how different tax… Read More
Tax Considerations for 2024: What You Need to Know Before Filing
Tax season isn’t the most joyful time of year, but it’s certainly one of the most important. With the filing deadline fast approaching, here’s a rundown of the latest tax… Read More
Bringing Order to Your Investment Universe Part 3: Optimizing Your Organized Investments
In Part 2 of our three-part series on bringing order to your investment universe, we looked at Transitions and Taxes, or how to balance sensible tax management with effective investment… Read More
Bringing Order to Your Investment Universe Part 2: Transitions and Taxes
As we touched on in The Beauty of Being Organized, when you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized… Read More
Financial Planning in Turbulent Times
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
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
