Tax Reform May Come Before Christmas

Republicans released the final details of their tax legislation on December 15, and appear ready to sign the bill into law before Christmas.

Medicare Enrollment Guidance

We can provide guidance on the type of Medicare plan that clients choose when they are first enrolling in Medicare. We are here to help, so let us serve as a resource on this very important topic.

Tax Reform: What You Need to Know

House Republicans revealed their long-awaited tax reform legislation on November 2nd. The clock is now ticking to approve the most sweeping overhaul of the tax code in 30 years - by the end of 2017.

New Goal Tracking Tools in Wealth360°

Recently we released an update to your Wealth360° Personal Financial Management site, which includes a new goal tracking feature.

A Primer for College Savings

The Wall Street Journal ran an article this week citing how the cost of college tuition has slowed for the first time in almost three decades.

How Long Should I Keep This?

While helping a family member declutter her paper files last year, I found records that were nearly as old as I am.

Dot Your I’s and Cross Your T’s

There are a lot of details in financial planning. Most of the time we concentrate on the big things, but what about the little things?

Johnny Depp Spends What??

Johnny Depp knows how to burn cash! While you may not be burning through a couple million each month, it’s important to consider your financial habits.

How to Simplify Your Charitable Giving

Clients frequently ask us for ways to make a bigger impact with their charitable donations while simplifying the giving process. One of the best ways to accomplish this is by using a donor-advised fund.

In Case You Missed It: Bryan on Houston Matters

Last week Bryan was a feature guest on Houston Matters, answering callers' questions about financial planning, retirement, and general financial advice.

Is Your Retirement Planning Matching Up?

It’s no secret that the state of retirement readiness in America is lacking. Per a 2016 report by TIAA, nearly 2/3 of American adults surveyed said they were not concerned about running out of money in retirement.

2016 End of the Year Planning

The end of the year is already upon us and you’re likely busy getting prepared for the holidays.

Black Ink

We say we’re fine with the ups and downs but it still frustrates us when we see our accounts at a temporary loss.

Will on Houston Matters Discussing Social Security Changes

There's a new Social Security rule going into effect at the end of this month, and it could impact when you decide to start collecting your benefits.

What Are You Retiring To?

Last week, I had the pleasure of meeting Dr. Michael Winters when we both appeared as guests on the Houston Matters radio program. During the program, we talked about both financial and non-financial aspects of transitioning to retirement, topics that are way too expansive to cover in a short radio segment.

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