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When it comes to the quality of the rest of your life and your legacy, back-of-the-napkin math is not good enough. The decisions you make now, can have lasting, long-term impacts, and we want to [...]

By: Chelsea A. Benoit, CFP® Associate Advisor  One can think of creating an investment plan as finding the best way to assemble the pieces of a financial puzzle. After deciding on the goal(s) of [...]

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 [...]