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
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
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
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
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
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
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
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
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
