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

Insights and Resources

Published Insights

All Charitable Giving Education Planning Estate Planning Insurance Planning Investment & Portfolio Management Other Financial Insights Retirement Planning Tax Planning

Back to the Basics

January 26, 2026

New Year Resolution

Three Financial Resolutions You Will Actually Keep in 2026

January 12, 2026

Christmas Reflections

December 22, 2025

Keep the Magic, Cut the Stress: Smart Holiday Spending

December 15, 2025

Preparing for OBBBA: What You Should Know Before the Year Ends

November 26, 2025

Moving On and Moving In: Tax Tips for Homebuyers and Sellers

November 12, 2025

Tax Season Starts Now

October 22, 2025

Combining Piggy Banks: A Lesson in Shared Finances

October 8, 2025

Sports Betting in 2025

September 24, 2025

Reducing Financial Blisters

September 10, 2025

Is It Worth It?

August 27, 2025

Impact of OBBBA to Taxpayers

August 15, 2025

Cash Flow Management: A Guide for Business Owners

July 23, 2025

Restricted Stock: Four Things to Consider

July 9, 2025

Summer Planning: Vacations, Beach Time…and Taxes?

June 25, 2025

A Quick Guide to Summer Supplemental Income

June 11, 2025

Budget – It Pays to Know

May 28, 2025

Spring into Generosity – Charitable Giving & Gifting in 2025

May 14, 2025

Trade 101

April 23, 2025

Proper Money Etiquette

April 9, 2025

Practical Advice for College Bound

March 26, 2025

The Scoop on Scholarships

March 12, 2025

Preparing for Life’s Certain Uncertainty

February 26, 2025

Educators and Public Servants Finally See Increased Social Security Benefits

February 12, 2025

Get Ahead of Tax Season: Smart Steps to Take Now

January 22, 2025

New Year, New Financial You

January 8, 2025

Learning On the Go

December 18, 2024

Tis the Season for Tax Savings

December 10, 2024

Thanksgiving Reflections

November 26, 2024

Breaking the Sandwich Generation Cycle

November 12, 2024

Election Year – What to Expect

October 22, 2024

Financial Priorities: The Basics

October 8, 2024

Bottles to Budgets – Preparing for a Secure Financial Future

September 24, 2024

Celebrate National 401(k) Day

September 5, 2024

Business Owners Guide to Corporate Transparency Act

August 27, 2024

Remote worker in meeting with staff

Remote Work Tax Implications

August 13, 2024

Survivor’s Checklist

July 24, 2024

Maximizing Health Savings Strategies

July 10, 2024

Better Than To Receive

June 26, 2024

What to Know about Health Care Sharing Ministries

June 12, 2024

What Your Tax Return is Telling You

May 22, 2024

National Small Business Week

May 8, 2024

Your Teen’s Guide to a Summer Job

April 24, 2024

Maximizing Retirement Funding at Tax Time

April 10, 2024

Tax Status Update

March 27, 2024

Is It Time to Update Your Estate Plan?

March 20, 2024

Travel Tips for Your Wallet

February 28, 2024

Cultivating Love through Finances

February 15, 2024

Tax Breaks for Growing Families

January 24, 2024

New Year’s Resolution Roadmap

January 15, 2024

Unspectacular Preparation

December 27, 2023

Budget Bits

December 13, 2023

Thankful Holiday Thoughts

November 22, 2023

Recycled Financial Health Tips

November 8, 2023

CPAs: Enormous Value Add for Small Businesses

October 25, 2023

Small Business Owner Dream Team

October 11, 2023

Employee Retention Tax Credit

September 27, 2023

A Retirement Success Story

September 13, 2023

Retirement Planning for Educators

August 23, 2023

Lessons From the Garden

August 9, 2023

Watching the Sun Set

July 26, 2023

Insurance Tips and Tricks

July 12, 2023

The Unexpected

June 28, 2023

Preparing for Recession

June 14, 2023

Save Green by “Going Green”

May 24, 2023

Drafting Your Team

May 10, 2023

Are Credit Cards Yin or Yang?

April 26, 2023

Financial Stewardship

April 12, 2023

Planting Seeds

March 22, 2023

Keeping Things Rolling

March 8, 2023

Who Can Be Claimed as a Dependent?

February 22, 2023

RMD Status: It’s Complicated

February 8, 2023

Preparing for Tax Season

January 25, 2023

Up in the Air – One-Time Student Loan Forgiveness Program

January 11, 2023

Thoughts About Family and Planning

December 28, 2022

Budgeting for Christmas

December 14, 2022

Hefty Medical Bills? Knowledge Pays

November 23, 2022

Veterans Benefits

November 9, 2022

Form 1099 – What You Should Know

October 27, 2022

2022 Year End Financial Planning Checklist

October 12, 2022

Do You Have the Right Suit Maker?

September 28, 2022

The Cost of your Lifestyle

September 14, 2022

Update Beneficiaries via Baby Steps

August 30, 2022

Opportunities in a Complicated Economy

August 16, 2022

Understanding TRS and Social Security

July 24, 2022

Virtually Unlimited Investment Platforms

July 10, 2022

The Go-To Guide for Saving Our Seniors

June 26, 2022

Making Lemonade out of Market Lemons

June 12, 2022

Social Security – The Forty Year Decision

May 22, 2022

Thoughts on Reaching Retirement Age

May 8, 2022

Social Security Considerations for the Self-Employed

April 24, 2022

Social Security – Low Hanging Fruit

April 10, 2022

Review your “Free Money” Match

March 13, 2022

Tax Credits Unique to 2021

February 27, 2022

Preparing for the Guaranteed

February 13, 2022

Navigating the Guaranteed

January 23, 2022

Financial Wellness Month – A Story of Success

January 9, 2022

Preserving Your Legacy through Storytelling

December 26, 2021

One CPA’s Thoughts on Charitable Giving

December 12, 2021

Strategies for Success in Retirement

November 28, 2021

Saving for a Successful Retirement

November 14, 2021

ESG Investments, Trick or Treat?

October 24, 2021

Don’t Fear the FAFSA

October 10, 2021

A Different Type of Child Credit

September 12, 2021

Required Minimum Distributions Update

August 22, 2021

Creating Family Financial Awareness

August 8, 2021

Planning Amid Uncertainty

July 25, 2021

Living in the Moment Versus Saving

July 11, 2021

More Tax Talk 2021

June 27, 2021

Elder Financial Abuse and Exploitation

June 13, 2021

College Planning Accounts

May 23, 2021

Estate Plan Quarterly Payments

May 9, 2021

True Financial Returns

April 11, 2021

Financial Spring Cleaning

March 28, 2021

Moving Homes

March 14, 2021

Time to Review Your Home Insurance Policy

February 28, 2021

Tax Talk 2021

February 14, 2021

A Losing Investment

January 24, 2021

Financial To-Do List

January 10, 2021

2021 Vision for a New Year

December 16, 2020

Intentional Giving is Heartfelt

December 6, 2020

Some Traditions Need to be Broken

November 22, 2020

Women & Finance – Making Your Early Years Count

November 7, 2020

Women and Challenging Financial Issues

October 24, 2020

Tackling Student Loan Debt

October 11, 2020

What Retirement Vehicle is Best?

September 26, 2020

Medicare Mistakes to Avoid

September 12, 2020

Legacy Planning – Protect What Matters Most

August 22, 2020

Estate Planning – Not Just for the One Percent

August 8, 2020

Tax Planning – Anything but Certain

July 11, 2020

Opportunities in the Midst of the Coronavirus Crisis

March 29, 2020

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