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Published Insights
Maximizing Retirement Funding at Tax Time
Another tax season deadline has arrived. Hopefully, you are not…
Tax Status Update
If you are lucky enough to have them, you probably call your…
Is It Time to Update Your Estate Plan?
I recently attended a continuing education course on estate planning,…
Travel Tips for Your Wallet
As the winter season comes to a close, we anticipate the coming…
Cultivating Love through Finances
Love is a verb; it is an action requiring your involvement and…
Tax Breaks for Growing Families
Whether you're planning to have kids, have just become a parent,…
New Year’s Resolution Roadmap
The new year is upon us, and with it comes the annual ritual…
Unspectacular Preparation
Roger Staubach, former Dallas Cowboy quarterback, was once quoted,…
Budget Bits
Recently personal finance news headlines have been flooded with…
Thankful Holiday Thoughts
Sometimes we need to just slow down and think about all the things…
Recycled Financial Health Tips
While completing my “fall” cleaning of electronic documents…
CPAs: Enormous Value Add for Small Businesses
The business landscape is constantly changing and small business…
Small Business Owner Dream Team
For as long as I can remember, I have taken an interest in the…
Employee Retention Tax Credit
The Employee Retention Tax Credit (ERC) has become a household…
A Retirement Success Story
I recently conquered a 20-mile hike that stretched over the course…
Retirement Planning for Educators
My wife is an economics professor at Victoria College. As her…
Lessons From the Garden
Somehow we’ve entered the month of August. For many this means…
Watching the Sun Set
When you hear the term “sunset” you probably envision the…
Insurance Tips and Tricks
My coworker often says “insurance is the one thing you buy…
The Unexpected
You might think that the title to this article indicates something…
Preparing for Recession
Market volatility, debt ceiling default and impending financial…
Save Green by “Going Green”
If you are considering funding improvements that will enhance…
Drafting Your Team
The annual NFL draft recently took place. As a Houston Texans…
Are Credit Cards Yin or Yang?
Nearly two decades ago I had a conversation with a friend that…
Financial Stewardship
Easter is one of my favorite holidays, perhaps even more than…
Planting Seeds
Spring is a time of growth and renewal. I always enjoy seeing…
Keeping Things Rolling
As a mom of young children and a CERTIFIED FINANCIAL PLANNER™,…
Who Can Be Claimed as a Dependent?
It is everyone’s favorite time of the year, right? Maybe not…
RMD Status: It’s Complicated
“It’s Complicated” is a relationship status used on social…
Preparing for Tax Season
The holidays have passed, the calendar has turned to a new year…
Up in the Air – One-Time Student Loan Forgiveness Program
In March of 2020, I was in my final semester of graduate school,…
Thoughts About Family and Planning
As I write this column, all of our family has joined us out of…
Budgeting for Christmas
Christmas, to me, has always lent an opportunity to be merry,…
Hefty Medical Bills? Knowledge Pays
I’ve never had more to be thankful for this Thanksgiving -…
Veterans Benefits
With Veterans Day approaching, I’m reminded of the incredible…
Form 1099 – What You Should Know
Unbelievably, year-end is right around the corner. The first…
2022 Year End Financial Planning Checklist
After a long, hot summer, fall is finally in the air. Crisp autumn…
Do You Have the Right Suit Maker?
Finding someone you can trust with your money can be tricky.…
The Cost of your Lifestyle
There is a saying that encourages you to know where you have…
Update Beneficiaries via Baby Steps
A lot is running through your mind when you leave the hospital…
Opportunities in a Complicated Economy
The second-quarter GDP report released July 28th raised a red…
Understanding TRS and Social Security
The Teacher Retirement System of Texas (TRS) and Social Security…
Virtually Unlimited Investment Platforms
Stock trading and virtual currency once had the stigma of only…
The Go-To Guide for Saving Our Seniors
The month of June commemorates Elder Abuse Awareness Month. Millions…
Making Lemonade out of Market Lemons
The stock and bond markets’ performance to date for calendar…
Social Security – The Forty Year Decision
If you find yourself reading the business section of the Advocate…
Thoughts on Reaching Retirement Age
I turned 64 earlier this year. On my birthday, I received a notice…
Social Security Considerations for the Self-Employed
This month my husband and I are celebrating one year of his self-employment.…
Social Security – Low Hanging Fruit
Claiming a correct social security filing strategy can be low…
Review your “Free Money” Match
Folks in my profession often refer to an employer-sponsored retirement…
Tax Credits Unique to 2021
It is hard to believe it is already February. The time of year…
Preparing for the Guaranteed
This is part 2 of a 2 part article series discussing unexpected…
Navigating the Guaranteed
This is part 1 of a 2 part article series discussing unexpected…
Financial Wellness Month – A Story of Success
Wellness as defined by the Oxford English Dictionary is the state…
Preserving Your Legacy through Storytelling
Hopefully you have experienced a wonderful holiday season with…
One CPA’s Thoughts on Charitable Giving
I always think of my parents when I think about charitable giving…
Strategies for Success in Retirement
This is part 2 of a 2 part article series discussing retiring…
Saving for a Successful Retirement
This is part 1 of a 2 part article series discussing retiring…
ESG Investments, Trick or Treat?
Two facts that cannot be denied are: (1) we need to be…
Don’t Fear the FAFSA
The start of October brings cooler temperatures, visits…
A Different Type of Child Credit
In an (almost) cashless society, credit is king…or so it can…
Required Minimum Distributions Update
As the year flies by I have noticed more and more questions…
Creating Family Financial Awareness
August 14 is Financial Awareness Day. While you’ll probably…
Planning Amid Uncertainty
As a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™…
Living in the Moment Versus Saving
There is a fine line between living in the moment and saving…
More Tax Talk 2021
My last article was released to the Advocate on February 14th…
Elder Financial Abuse and Exploitation
June marks Elder Abuse Prevention Month. At a time when 70% of…
College Planning Accounts
My wife and I are expecting our first child. With all of the…
Estate Plan Quarterly Payments
Death, taxes, and our fingers are a few things we can count on.…
True Financial Returns
In today’s technological landscape, there are many platforms…
Financial Spring Cleaning
Springtime is often associated with new beginnings like planning…
Moving Homes
So the children have left the nest and you are beginning to think…
Time to Review Your Home Insurance Policy
The Texas snow storm of 2021 was a harsh reminder of just how…
Tax Talk 2021
For many years I have attended advanced tax planning conferences…
A Losing Investment
What if I told you that I could put your money in an investment…
Financial To-Do List
With a thousand things to do and limited energy, how do you know…
2021 Vision for a New Year
Hindsight is defined by Merriam-Webster as the full knowledge…
Intentional Giving is Heartfelt
As the season of giving is upon us, let us remember that the…
Some Traditions Need to be Broken
The holidays are officially upon us and with a house full of…
Women & Finance – Making Your Early Years Count
“When you’re young you have time and energy but no money.…
Women and Challenging Financial Issues
As a woman I sometimes find myself not wanting to bother with…
Tackling Student Loan Debt
In 2019, the national student loan debt stacked up to $1.4…
What Retirement Vehicle is Best?
Chances are that you are familiar with the process of choosing…
Medicare Mistakes to Avoid
Adam has Medicare part A (hospital insurance), along with retiree…
Legacy Planning – Protect What Matters Most
You have worked hard over the years to accumulate wealth, and…
Estate Planning – Not Just for the One Percent
When you hear the words “estate planning”, your reaction…
Tax Planning – Anything but Certain
“In this world, nothing can be said to be certain, except…