Office Closure – January 26th – In anticipation of freezing and hazardous weather conditions across Texas, our physical office location will be closed Monday, January 26th. Stay safe and warm!

Tax Breaks for Growing Families

Whether you’re planning to have kids, have just become a parent, or are thinking about down the road, it’s important to explore the financial tools available to support you on this exciting journey. In this article, I will shine a spotlight on the Child Tax Credit—a valuable resource designed to provide financial relief for growing […]

New Year’s Resolution Roadmap

The new year is upon us, and with it comes the annual ritual of setting resolutions. We vow to exercise more, eat healthier, learn a new skill, or save more and spend less. But as January fades and February arrives, many of us find our good intentions falling by the wayside, and gyms empty to […]

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