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
Financial Planning
Educating the Next Generation About Family Wealth Management
Over the next few decades, an enormous amount of wealth is expected to pass from older to younger generations. This has been dubbed the “Great Wealth Transfer,” and one estimate… Read More
Timeless Wisdom from Warren Buffett
In May, legendary investor Warren Buffett announced he will retire as CEO of Berkshire Hathaway at the age of 95. Sixty years ago, Buffett took over Berkshire Hathaway, a struggling… Read More
Quick Take: What to Do With a 529 Balance
Watching your child earn a college diploma is a proud moment for any parent. It also marks another great moment: No more tuition bills. But after all the saving and… Read More
The Age of the Finfluencer: Who Should You Listen to When Everyone’s Talking?
Scroll through your social media feed after a major move in the market, and you’ll see a flood of hot takes, bold predictions and “can’t-miss” tips. Welcome to the age… Read More
Disruptive Forces: Thriving in a World that Won’t Sit Still
On Tuesday, March 4, 2025, the Trump Administration imposed sweeping tariffs against the country’s three biggest trading partners: 25% tariffs on imported goods from Canada and Mexico and 20% tariffs… Read More
7 Big Financial Mistakes to Avoid for Small Business Owners
Having a marketable idea or set of skills is essential to owning a successful and prosperous business. However, it’s just not enough to ensure good financial health. Like anything else… 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
Retirement Planning in Houston: An Essential Guide
Did you know that the average retirement lasts around 25 years in America? Imagine the preparations you’d need to make to live without your primary income for 25 years. The… Read More
7 Ways to Derail Your Investment Portfolio
Your investments are properly managed by experts in a well-constructed and diversified portfolio and you are saving at the appropriate rate for your financial goals. You are all set, right? … Read More
