Inside This Issue: A Case for International Stocks, The Social Security Fairness Act, Focus on Philanthropy, Complimentary CPE Courses in Coordination with TXCPA Houston
The Goodman Report – Winter 2025 Read More
By: Wade D. Egmon, CPA, CFP® | Senior Financial Advisor On January 5, 2025, President Joe Biden signed the Social Security Fairness Act (“The Act”) into law. This legislation, which
The Social Security Fairness Act Read More
Inside This Issue: Knowledge is Power when it comes to Scams & Fraud, Investment Implications of the 2024 Election, Houston Business Journal—Best Places to Work, Women Who Mean Business Honoree
The Goodman Report – Winter 2024 Read More
We are asked often by our clients what their adult children should be thinking about regarding financial planning for themselves and for their families. We thought it may be helpful if we shared a few suggestions that existing or new clients could pass on to their children, or extended family members.
Financial Planning as a Family Read More
As the new year quickly approaches, we want to help you plan for 2025 by providing important information related to tax rates and other planning thresholds. The IRS recently announced inflation-adjusted updates for 2025. These numbers are for the tax year beginning January 1, 2025.
2025 Tax Rates and Planning Limits Read More
Inside This Issue: Weakening U.S. Employment Outlook, Year-End Tax Planning: Strategic Insights for Maximizing Tax Efficiency, Focus on Philanthropy, Welcome Isabella Gomez
The Goodman Report – Fall 2024 Read More
Contributing to Roth accounts is appealing due to their potential for tax-free growth and tax-free distributions for account owners and their beneficiaries, which can help alleviate concerns about higher tax rates in the future.
Roth Contribution Strategies for High Income Earners Read More
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 Accountants (TXCPA)
Diana Castro, CPA, CFP® and Wade Egmon, CPA, CFP® Join TXCPA Houston Board of Directors Read More
Inside This Issue: Data Centers & The Electric Grid, The Empty Nesters’ Dilemma: To Own or Lease a House?, Complimentary TXCPA Webcast, The Goodman & Viator Scholarship Program
The Goodman Report – Summer 2024 Read More
Goodman Financial Corporation is proud to announce Senior Financial Advisor Morgann Zimmer, CFP®, has been recognized by the Houston Chapter of the Texas Society of Certified Public Accountants (TXCPA Houston)
Morgann Zimmer Recognized for Exemplary Leadership by TXCPA Houston Read More
