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Getting Your Finances Ready for Year-End
On the STA Money Hour, daily at 12pm on 950AM KPRC in Houston, we have talked several times about how to better plan for your future.  Towards year-end, it is a great time to get organized to start next year on the right foot with the right plan!  Below, I have listed some steps that […]
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Generation One’s Mission To physically and spiritually transform the Third Ward community by creating an environment of opportunity that empowers individuals and families to break out of the cycle of generational poverty. Generation One is a trans-denominational ministry in Houston, Texas that dedicates itself to the spiritual growth and physical rebuilding of impoverished areas in […]
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Checklist for 2016 Year-End Tax Planning
What are appropriate checklists for year-end tax planning? In my experience, tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Throughout the year, I publish many timely tax related articles (summarized here).  Now that everyone has filed, I wanted to put together a checklist of things that you […]
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Medicare Open Enrollment Starts October 15th
What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover. In addition, your health-care needs may have changed over the past year. […]
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Life Insurance as Part of your Financial Plan
Since September is National Life Insurance Awareness Month, we wanted to share a few articles that could help you make decisions as to any life insurance you need in your Financial Plan. To start, here is a nice article that presents the Basics of Life Insurance.  This article addresses several of the basics: What are […]
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1 in 7 U.S. Households Have a Negative Net Worth
Michael Smith and Matt Patrick Discuss U.S. Household Debt.
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Proper Planning Through Life’s Stages to Avoid Money Worries
Recently when I was talking to journalist Cameron Huddleston, we discussed retirement questions that everyone needs to be able to answer.  That resulted in her article “21 Questions to Ask Yourself Before Trying to Retire” and a second one called “8 Ways to Stop Worrying About Money”.  This reminded me of our recent webinar entitled […]
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The Value of Monte Carlo Simulations in Financial Planning
As part of our financial planning process, when clients have to make important decisions, we like to “stress test” their plan.  One of the tools that we may use is a Monte Carlo simulation.  When used in coordination with our traditional straight-line financial planning projections and our “Hurdle Rate” calculations, Monte Carlo helps us compare […]
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Five Pointers to Consider when Filing for Social Security Benefits
Five Pointers to Consider when Filing for Social Security Benefits I just participated in a recent webinar presented by Laurence Kotlikoff, an economics profession at Boston University, in which he offered several pointers to the audience on Tips to consider when filing for Social Security. At STA Wealth, we have been talking for years about […]
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Timely Website Tax Related Articles
With Tax Time coming, we wanted to refer you to a lot of great information on the STA Wealth website As we know it is hard to find good information, we took the liberty of organizing Timely Wesbite Tax Related Articles below. If we can be of any assistance before tax day, please call us […]
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