For my high net worth clients, I am especially thankful this year. The reason? They have a golden opportunity to take advantage of the higher estate and gift tax lifetime exemption for 2024. This is a significant financial planning moment, and one that could help preserve millions of dollars for future generations, charitable causes, and […]
What’s the right strategy for funding my child’s education? As a parent, there’s nothing quite like the desire to see your child succeed. And for most of us, a huge part of that success is making sure they have access to a good education. However, for us, funding that education goes beyond just saving money,
What’s the right strategy for funding my child’s education? Read More »
As we approach Thanksgiving, the end of the year, and start thinking about taxes, I’m reminded of celebrating financial wins. A financial win I’m thankful for: the ability to make deductible IRA contributions. This simple but powerful tool offers a range of benefits for those who qualify, especially you if you are not participating in
Planning for retirement can feel like staring at a giant puzzle where all the pieces seem to be scattered everywhere. If you’ve ever found yourself wondering, “How much do I need to have saved to comfortably live off just the interest for $80,000 annually?” You’re not alone! Many people are grappling with this very question.
How Much Should You Save for Retirement to Earn $80,000 a Year Just from Interest? Read More »
How can a single individual at 65 maximize their retirement income and minimize tax liabilities? In this week’s “money question” insight we will discuss actionable strategies to maximize income and minimize taxes. Turning 65 often means embracing retirement. You’ve worked hard, saved diligently, and now it’s time to enjoy the fruits of your labor. But
Humble, TX a growing diverse city outside of Houston, Texas. There is no shortage of financial planners (advisors) near me or you. Finding the right Financial planner near me in Humble, TX is the difference maker for your financial planning needs. Maybe you’re saving for a rainy day, or looking to preserve wealth. I know
Financial Planner Near Me in Humble, TX Read More »
In 2008, I was in college full time; looking for a job. As the economy continued to shift; I shifted my focus on my passion for helping others and finance. Soon after a quick internet search landed me on the terms “financial planning for beginners”. Financial Planning for Beginners, the start When I first started
Financial Planning for Beginners Read More »
Revealing the importance of hourly and fee only advice for maximizing your wealth. Choosing a financial advisor can feel like navigating a maze. With so many compensation models and industry jargon, it’s easy to get overwhelmed. But the key to finding the right advisor for your needs often boils down to understanding how they get
Free money? Sounds too good to be true right? Thousands of employees take advantage of their employer’s defined contribution plan such as 401(K)’s. Although, many employees are contributing to plans like 401K they are still losing money. So why are so many people not taking advantage of free money? You’re Losing Money by Not Contributing
WARNING: You’re Losing Money by Not Contributing to your workplace 401(k) Read More »
