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Taxes

Taxes

Financial Planning in Turbulent Times

March 3, 2023

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

Categories: Taxes

Tax-Wise Investment Techniques

February 24, 2023

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

Categories: Taxes

The Tools of the Tax-Planning Trade

February 10, 2023

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

Categories: Taxes

What Issues Should I Consider During a Recession or Market Correction?

October 3, 2022

recession

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

Categories: estate planning, Investing, Taxes Tags: recession

6 Crucial Tax Strategies That Busy Professionals in Houston Should Consider

July 30, 2022

Leadership and teamwork concept

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

Categories: Taxes Tags: Financial Planning, tax planning

Financial Tips During Covid-19 and the Market Decline – As Seen on HCC-TV

June 23, 2020

financial consultants

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

Categories: Investing, Planning for Emergencies, Taxes Tags: Market Decline, taxes

7 Tax Planning Tips to Use Now While Taxes and Stocks are On Sale

May 3, 2020

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

Categories: Taxes Tags: Roth Conversion, tax planning, taxes

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