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Texas Taxes and Your Estate Plan: What you Need to Know
While there are no Texas estate taxes, residents of the Lone Star state may possibly still be subject to federal estate taxes. For Texas residents...
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Retired CPS Energy, Serving San Antonio Rodeo with Todd Fleming
Our education and job system is broken. We force everyone into college to major in any random course of study and graduate after 4 years....
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Retired Marine Shares Transition Tips for the Military with Tony White
“Put your mind to it and work hard.” We’ve all heard similar words since we were children. Because having the right work ethic helps us...
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From College Dropout to Business Coach with Tom Cuthbert
No one is surprised when someone goes to college, graduates and becomes successful in life. This gives the misleading impression that your circumstances determine your...
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Tips for Estate Planning in Texas by Age
Estate planning is neither just for the wealthy nor those nearing retirement. Planning your estate is something that everyone needs to do, and it’s highly...
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Managing the Sequence-of-Returns Risk
Imagine the day you retire. You’ve been working and investing for years leading up to this point. Not just money, but also countless hours went...
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Thinking Outside Normal Investments
Investing is simple. You acquire assets to profit from their increase in value. Yet, so many people overcomplicate it, and change their strategy whenever they...
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Top 5 Texas Estate Planning Questions Answered
When it comes to estate planning, there are a lot of questions that people have. What is the process? What happens if I don’t have...
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10 Money things to look for in 2023
The holidays are over, and 2023 is already in full swing. This means two things: Even though 2022 is over, it’s still impacting our plans...
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Can Your Texas Financial Advisor Help With Estate Planning?
While an estate planning attorney is certainly an integral part in planning out your estate, your financial advisor can also play a key role in...
