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.
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.
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.
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.
Last week Bryan was a feature guest on Houston Matters, answering callers' questions about financial planning, retirement, and general financial advice.
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.
Tax Reform May Come Before Christmas