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When Does a Roth Conversion Make Sense? Over the last year, we’ve had many discussions with clients about required minimum distributions, how they affect taxes,

529 College Savings Plans:7 Commonly-Asked Questions Answered Parents and grandparents of children who will attend college often ask us questions about 529s. While there are

It’s 2:00 a.m., and your adult child is being asked for a healthcare power of attorney after you have had a medical event. Documents seem

Are You Financially Ready for Retirement? 5 Questions to Ask Yourself “Can I retire?” The answer is rarely a binary yes or no. Here are

Wills vs. Trusts: Which Do I Need? Estate planning is a common topic we discuss with clients in Texas. Clients often ask us whether a

Four Tax & Estate Planning Gaps You Should Revisit Small Details That Can Have a Big Impact on Your Wealth For many individuals, retirement accounts

Can A Reduction In Government Spending Impact GDP? With the first quarter coming to a close, we can definitively say that it has been an

What Consumer Confidence Tells Us About Unemployment & The S&P 500 After the blistering August heat, the cool(er) winds of fall are always welcome. This

The Fed Is Cutting Rates: What Does It Mean For Asset Allocation? By now, you’ve probably heard the Federal Reserve will likely cut interest rates