June marks Elder Abuse Prevention Month. At a time when 70% of the nation’s wealth is controlled by Americans over 50 years old, fraudsters are using new tactics to take advantage of retiring baby boomers and the growing number of older Americans. And while some of these criminals are strangers, most often elder financial abuse […]
My wife and I are expecting our first child. With all of the excitement and planning of setting up the nursery and getting the crib and diapers, one equally important piece of planning is beginning the baby’s college savings. There are several different options when saving for college, so we wanted to make sure that […]
Death, taxes, and our fingers are a few things we can count on. As for the former, taxes will be owed and death is certain. In knowing a tax bill will be due on April 15th annually, we as a general population pay withholding through payroll and Social Security deductions, IRA distributions, and quarterly estimates. […]
Does retirement seem like a distant, imaginary land to you? Possibly a goal that seems far out of reach? Beware – one day, out of nowhere, you will have made it to the “Promised Land” of retirement. For some this is planned, for some this is forced, and for some retirement is a spur-of-the-moment decision. […]
In today’s technological landscape, there are many platforms that allow easy access for almost any person to make an unlimited array of investment decisions. One thing often overlooked by investors and some investment professionals are the tax consequences of these investments. Taxes can cut an investor’s actual return quite substantially. Whether forgotten or unknown, these […]
Springtime is often associated with new beginnings like planning this year’s vegetable garden or opening day of baseball season for hundreds of Little Leaguers. After a long winter, we are anxious to get out and enjoy this time of year. Another common project is to spring clean your home. Your cleaning checklist may include dusting […]
So the children have left the nest and you are beginning to think more of retirement. Your home has been the epicenter for family memories and the gathering spot for years. How do you look at your home now? Do all those repairs stare you in the face? Is your landscaping in need of a […]
The Texas snow storm of 2021 was a harsh reminder of just how unpredictable and unforgiving Mother Nature can be. We can do everything possible to protect our families and our homesteads against perils, yet the truth of the matter is that some things are just out of our control. Fortunately, the list of perils […]
For many years I have attended advanced tax planning conferences in Las Vegas. Last summer I did not physically go, everything went virtual, as it will this year as well. That’s just not the same. A great friend, CPA, and classmate of mine at Texas A&M and I would meet there annually and when we […]
What if I told you that I could put your money in an investment that would offer guaranteed losses of only 2 percent every year, and you could have complete comfort and security in the fact that you know how much you are guaranteed to lose. You would probably laugh at such a ridiculous proposal. […]
Planning today will enable you to chart a course towards fulfilling your goals for tomorrow.
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