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Taxes

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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