College acceptances and scholarship applications are behind you, but as a parent or student you may find yourself asking, “Now what?” It can be overwhelming to figure out the next steps in preparing to start college. Over the next few months, you may be navigating housing arrangements, meal plans, and tuition bills just to name […]
My younger sister recently received acceptance to Texas A&M’s College of Veterinary Medicine, and my younger brother will also be starting his undergraduate degree at Texas A&M in the fall! With this exciting news in our family, scholarships have been top of mind. There is no doubt about it – college is expensive. Although planning […]
“Just in case…” – A phrase I often use as I start to tell my husband some information of (usually financial) importance that I’ve filed away with our other important documents. I had a friend use this same phrase recently when updating me of changes to their estate planning situation. As a CERTIFIED FINANCIAL PLANNER® […]
Let me tell you about Sarah, a long-time kindergarten teacher. Sarah looked forward to a modest retirement supported by her Teacher Retirement System pension and her late husband’s social security benefits. She met with me before announcing her retirement to make sure that she was ready to retire. After reviewing her social security benefits, Sarah […]
The holidays have ended, and you have likely packed the decorations back into storage for another year. However, it is not too early to start thinking about tax season. A well-organized approach to tax preparation can save you time, money, and stress. Here are some key steps to take to help facilitate a smooth tax […]
Happy New Year to you and welcome to 2025. The new year often carries the opportunity of new beginnings and creating resolutions to better yourself. Many of my past New Year’s resolutions have been recycled over the years and consist of the typical subjects: hitting the gym, eating better, and finally completing that list of […]
Where do you go for information? Social media might be a tool (already in hand) used for learning on the go. On our recent family vacation, in a moment of reprieve with our two small children down for the night, my husband scrolled through reels or short videos on his social media. He skipped past […]
With the holidays right around the corner and the year winding down, it’s easy to get caught up in holiday shopping, get-togethers, and last-minute plans. Many taxpayers also find themselves scrambling to take advantage of last-minute tax saving opportunities before the new year. The good news is that there are still several strategies you can […]
As Thanksgiving Day approaches, it’s a time to pause and reflect on the many blessings in our lives. Yet, amid political strife, ongoing wars, and a world marked by division and unrest, perhaps I’m not alone in finding it easy to overlook the many ways we are blessed. Consider this: we live in a time […]
If you find yourself raising school-aged children or financially supporting grown children while also caring for aging parents, you are part of the sandwich generation. It is natural to feel pressure to care for aging parents, and as a parent, to feel the obligation to tend to your own family. Understandably, the sandwich generation experiences extreme […]
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.
