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
tax planning
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
Client Question: Should I Be Using a Health Savings Account?
Choosing a health care plan at work can be a bit of a headache—charts comparing premiums, copays and deductibles isn’t exactly light reading. One option you might have encountered in… 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
7 Tax Planning Tips to Use Now While Taxes and Stocks are On Sale
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
