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
When it comes to financial planning and investing, the media tries to grab your attention with catchy news bites using buzzy financial terms such as “The Market” and “The Fed.”
Financial Terms from A to Z Read More
Inside This Issue: Stretching the Rubber Band Part II, Financial Terms from A to Z, Focus on Philanthropy, Welcome Paul Palmer
The Goodman Report – Spring 2024 Read More
The University of Houston C. T. Bauer College of Business is set to benefit from the generosity of two esteemed alumni, Steven R. Goodman (’83, M.S.Accy. ’85) and Michael D. Viator (’83), who have jointly established the Goodman and Viator Scholarship Program.
Our evolution to serve you … a letter 35 years in the making. This letter is about a journey of continual evolution as we build an institution to be here for you as you pursue your passions, make a difference, and build your legacies.
Goodman Financial: Built to Last Read More
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
Celebrating 35 Years of Goodman Financial Read More
