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Thursday, August 3, 2023

“I need a will!” is a commonly heard phrase, but sometimes it’s important to revisit exactly why. Every adult, even “adults” who are 18 years old, need some estate planning. Learn more here in our August blog.

Monday, July 10, 2023

If you’re a Texas teacher, it’s crucial to familiarize yourself with TRS (Teacher Retirement System of Texas) and its relationship with Social Security.  Depending on your work history, your TRS benefits may reduce the amount of Social Secu

Friday, June 30, 2023

As we spoke about in our previous blog about the importance of 529 plans, we wanted to inform you of the latest adjustments to these plans noted in the SECURE 2.0 Act. Check out the blog below for more information on what this means for you

Friday, May 5, 2023

529 college savings plans offer tax-advantaged and flexible ways for families to save for their children's future education expenses. Learn how you can take advantage of the benefits offered by 529 plans and start saving today.

Tuesday, May 2, 2023

If you're a Texas landowner, you may be sitting on a fortune in mineral rights without even knowing it. Mineral rights refer to the legal right to exploit minerals found on or underneath a piece of land. Learn more if this applies to you.

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Friday, April 14, 2023

Attracting & retaining employees is essential for any business. Employees today are looking for a positive work culture, flexible scheduling, opportunities for career & development, as well as competitive compensation & benefits.

Monday, April 10, 2023

In order for a business owner to know how to treat payments made to workers for services, they must first know the business relationship that exists between the business and the person performing the services. Read more here.

Monday, April 10, 2023

Are you a gig worker or independent contractor? Understanding the tax implications of being self-employed can be challenging. This blog offers practical tips for you!

Monday, March 13, 2023

Changing jobs can be a tumultuous experience. Even under the best circumstances, making a career move requires a series of tough decisions, not the least of which is what to do with the funds in your old employer-sponsored retirement plan.

Monday, February 20, 2023

Referred to as SECURE 2.0 Act of 2022, businesses and their employees can now capitalize on added incentives related to their retirement plans.

Friday, January 20, 2023

Throughout your life, you will reach certain milestone life stages where it can be particularly beneficial to work with a financial advisor. Whether you've just graduated college or are nearing retirement, a financial advisor can help.