While completing my “fall” cleaning of electronic documents on my hard drive, I came across a list of 10 Financial Health Tips. I had written these for a luncheon featuring a women’s financial panel a few Novembers ago. To justify keeping this list, I decided to recycle and revamp for your reading pleasure today. Diversify […]
The business landscape is constantly changing and small business owners often find themselves juggling multiple responsibilities. From managing daily operations to increasing sales, business owners wear multiple hats. However, one hat that no small business owner should underestimate is that of a Certified Public Accountant (CPA). In this article, I hope to highlight the invaluable […]
For as long as I can remember, I have taken an interest in the sport of track & field. I vividly recall spending two weeks of my summer break from elementary school, glued to the television watching the Olympics Games that were held in Beijing, China in 2008. At this particular Olympic Games, Usain Bolt […]
The Employee Retention Tax Credit (ERC) has become a household term. At one time, ERC was reported only by news stations and scholarly publications, but now can be seen or heard on advertisements across all avenues of mainstream media. Considering recent news releases from the Internal Revenue Service, I want to take some time to […]
I recently conquered a 20-mile hike that stretched over the course of three days. I lugged my 40-pound backpack ten miles into the Colorado Rocky Mountains and set up camp. Exhausted, I spent Day Two enjoying my destination: Conundrum Hot Springs. I spent the day exploring a little, but mostly relaxing my sore muscles in […]
My wife is an economics professor at Victoria College. As her spouse, I get to experience the cadence of school starting back up as educators return to their classrooms to prepare for the fall semester. There is a lot to think about at this time, from forming syllabuses, creating presentations, getting to know students, as […]
Somehow we’ve entered the month of August. For many this means the end of summer vacations, the beginning of school, and the kickoff of fall sports. This rings true to me and my family, and additionally brings the planting of our fall garden. Last summer, I began my garden ‘experiment’ as I’ve come to refer […]
When you hear the term “sunset” you probably envision the beautiful colors of the sun setting beyond the horizon near the end of a day. Well, in a short time from now, a different type of sunset will affect many taxpayers and decisions they need to make. In 2017, the Tax Cuts and Jobs Act […]
My coworker often says “insurance is the one thing you buy not wanting to use”. How true is that? Think of all the insurance you pay (an extraordinary amount of money) for…auto, home, personal property, health, long-term care, vacation…life. None have claims that I would be happy to file, but all offer insurance coverage I […]
You might think that the title to this article indicates something ominous. Actually it is very happy and joyous, I just had not planned for it financially and that bothered me. The Christmas of 2021, our whole family gathered together alongside the family of our son’s girlfriend. Our son and their daughter live and work […]
Planning today will enable you to chart a course towards fulfilling your goals for tomorrow.
Keller Wealth Advisors
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Victoria, TX 77901
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