Personal Finance The right mix of retirement accounts can lower your future taxes, experts say — here’s what to know
Congratulations to our very own, Abrin Berkemeyer, CFP®, AIF®, CLTC®, for being featured on CNBC‘s article on retirement accounts written by Kate Dore, CFP®!
Diana Castro, CPA, CFP® and Wade Egmon, CPA, CFP® Join TXCPA Houston Board of Directors
Goodman Financial is thrilled to announce that Wade Egmon, Senior Financial Advisor, and Diana Castro, Senior Financial Advisor, have been appointed to the Texas Society of Certified Public [...]
Morgann Zimmer Recognized for Exemplary Leadership by TXCPA Houston
Morgann Zimmer Recognized for Exemplary Leadership by TXCPA Houston Goodman Financial Corporation is proud to announce Senior Financial Advisor Morgann Zimmer, CFP®, has been recognized by the [...]
Financial Terms from A to Z
Diana Castro, CPA, CFP® | Senior Financial Advisor When it comes to financial planning and investing, the media tries to grab your attention with catchy news bites using buzzy financial terms [...]
Bauer Alumni Steven R. Goodman and Michael D. Viator Establish Scholarship Program at the University of Houston C. T. Bauer College of Business
Bauer Alumni Steven R. Goodman and Michael D. Viator Establish Scholarship Program at the University of Houston C. T. Bauer College of Business Houston, TX — February 22, 2024 — The University [...]
Celebrating 35 Years of Goodman Financial
What started as a two-person firm 35 years ago, has now grown into a team of twenty-three professionals with over 250 clients in 16 states across the country! We are so grateful to our clients [...]
