With tax laws changing and updates happening more frequently; it’s important to reference the financial numbers for 2026. Similar to the insight I created in 2025, this insight builds on that information with this year’s tax and financial numbers. In this insight we will review 2026 important tax and financial numbers: What Changed From Last […]
What is the best investment account for my child? If you are a parent that wants to invest some of your child’s savings for the future or you are looking for a way to get them started with investing early; then this insight is for you. Now the answer depends on your goals, your income,
Buy or Rent: Key Takeaways Should you buy a house or keep renting? It’s one of the most common house decision questions I hear from clients and prospects that are actively looking for a new residence. And it’s also one of the most misunderstood. Buy a house or keep renting, I have gathered some of
Losing a spouse is overwhelming. Being the survivor spouse means handling grief and all of the financials. Having financial confusion on top of that is something you don’t want for your partner. If you handle most of the money management in your household, the question becomes simple but urgent: how does your spouse know what
How to Make Sure Your Survivor Spouse Can Handle The Financials Read More »
This insight will not only explain donor advised funds but also walk you through how to maximize your giving impact and tax savings. If you are reading this then chances are you care deeply about giving, and you also want to be strategic about giving. A Donor Advised Fund (DAF) is a powerful way to
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Why 529s Matter More Than Ever Having a plan. A 529 plan is not just a tax smart strategy but it also builds towards a financial legacy. Chances are you’ve thought about your legacy. Or maybe you’re funding private school. Maybe you have grandkids already. Or just maybe you want to make sure the next
Ask Yourself These 19 Questions First Why Preparation Beats Prediction Recession or market drops aren’t a matter of if, they’re a matter of when. And while we can’t control the timing, we can control how we prepare. Think of it like a hurricane warning. You don’t wait for the wind to knock your door down
Are You Prepared for a Recession or Market Drops? Read More »
Houston Financial Planning. There are many options available, but what’s right for you? When you live and work in a city like Houston, your financial decisions must be considered. As a Certified Financial Planner collaborating with people just like you, I’ve seen firsthand how local insights can make a big difference. Financial planning isn’t just
When it comes to transferring wealth to your children or grandchildren, understanding the IRS gift tax is key to keeping more of your money in the family and away from taxes. Let’s dive into the details of gifting and the potential tax implications, focusing on someone like yourself who may be considering passing down substantial
How Much Can I Give My Kids Before Paying IRS Gift Tax? Read More »
FAQ for the Important Financial Dates Knowing important financial dates are essential to both long term and near term financial planning. Preparing for this financial landscape gets more complex as your years increase. Whether it’s planning for retirement, claiming Social Security, or managing taxes, certain milestones come with crucial decisions. Understanding these key dates can
FAQ for the Important Financial Dates: A High Net Worth Guide Read More »
