As someone who is currently in the process of both buying and selling a home, I’m reminded how many moving pieces there are. Between inspections, appraisals, and closing dates, taxes may be the last thing on your mind. Still, a few smart steps can make a real difference when tax season comes around. When You […]
With the calendar winding down and holiday season approaching, small business owners can be proactive and get ahead of tax season. Year-end preparation is not just about compliance with the IRS; it is a chance to strengthen your financial foundation and set the stage for a successful new year. Here is a practical checklist geared […]
Recently, two of my sons got into a heated argument over a toy they had purchased together after combining their piggy bank savings. One claimed greater ownership because his piggy bank had been fuller. But neither had counted their money before merging it, leaving no way to determine individual contributions. I stepped in and declared […]
Summer is coming to an end, and fall will soon be upon us. What is fall so often associated with? Of course, there’s the cooler weather and the joy of the upcoming holidays – but one thing I enjoy greatly about fall is the beginning of football season. If you are like me, you’ll spend […]
When I told my brother that my husband and I were expecting our third child, one of his first half-joking remarks was about how much life insurance we had. The question came as no surprise to me. He and my sister-in-law had already agreed to be the designated guardians for our minor children in our […]
Six years ago, just before my wedding, I set a goal – one that many people have at that time in their lives, I suppose: to lose some extra weight, get leaner, and build more muscle. Like most people, I already knew what to do—I just wasn’t doing it. So, I hired a personal trainer. […]
Since the passing of the Tax Cuts and Jobs Act of 2017 (TCJA), the clock has been ticking on what tax circumstances would look like for 2026. The long awaited One Big Beautiful Bill Act (or OBBBA) passed into law on July 4th. While the bill received extensive media attention, most taxpayers won’t see large […]
As we have just surpassed the halfway point of calendar year 2025, small business owners across the country are navigating a complex financial landscape. Inflation remains stubborn in some areas of the economy, interest rates are still elevated as compared to pre-2020 levels, and operating costs continue to rise. Managing cash flow in this environment […]
Have you ever received a compensation package from an employer that included restricted stock? Congratulations! Restricted stock is a form of equity compensation that grants an employee a certain number of company stock shares that remain restricted until vesting requirements are met, at which time they will pay out to the employee. Here are four […]
June, the first official month of summer. For many people, summer is a time for vacations, fishing, and spending time at the beach. Consider adding to that list everyone’s least favorite topic – income tax planning. I know you are thinking, “I just filed my tax return, why do I need to start thinking about […]
Planning today will enable you to chart a course towards fulfilling your goals for tomorrow.
Keller Wealth Advisors
mail@kellerwealthadvisors.com
(361) 573-4383
(877) 573-4383
101 S Main Street, Suite 300
Victoria, TX 77901
Map and Directions
Monday – Thursday 8 AM – 5 PM
Friday 8 AM – Noon
© Copyright Keller Wealth Advisors | Keller Wealth Advisors is not a CPA firm
IMPORTANT NOTICE
You are now leaving the Keller Wealth Advisors Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website.
Schwab is a registered broker-dealer, and is not affiliated with Keller Wealth Advisors or any advisors whose names appears on this Website. Keller Wealth Advisors is independently owned and operated. Schwab has agreements with Keller Wealth Advisors under which Schwab provides Keller Wealth Advisors with services related to your account. Schwab does not review the Keller Wealth Advisors Website, and makes no representation regarding the content of the Website. The information contained in the Keller Wealth Advisors Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
