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Ramsey Womack, TXCPA Houston Nominations Committee Chair and Immediate Past President, announced at the Annual Business Meeting on January 20 the approved slate of candidates for 2021-2022 [...]

This week we celebrated the 7th Annual Cougar 100 Awards. We are proud to be a seven-time Cougar 100 award winner specializing in high net worth money management, financial advisory and [...]

Saving for retirement is essential to financial freedom. Understanding your options sets you up to make educated decisions you can be confident in. That’s why we’re taking the time to help you [...]

Retirement savings can feel overwhelming. While it is important to do your research on which account types work best for you, we have gathered some quick, universal tips on savings for [...]

Student loans, a mortgage, car payments. We expect to see debt in our lifetime. However, debt should be temporary, not a lifelong payment. Making these adjustments can help set you on the right [...]

A recently widowed woman needed help understanding and managing the distribution of the estate, which included provisions for multiple trusts. While her immediate concern was the proper [...]

An elderly couple came to us with a lot of confusion about their assets. Their accounts were spread out and disorderly, they weren’t sure what they had, and they sought an efficient, risk-managed [...]

A high-level female energy executive in her 50s wanted to evaluate whether she could retire early and maintain the lifestyle she desired, versus whether she should continue to work and pursue [...]