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Articles

Overcoming Life and Financial Obstacles with Matt Patrick
STA Wealth Management hosted an event on January 25, 2017 with Matt Patrick. Discussing how to overcome the struggles of life as well and conquering the mountain of retirement.
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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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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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What Is a Fixed Indexed Annuity?
What are the benefits of a Fixed Indexed Annuity? What exactly is a Fixed Indexed Annuity? How does a Fixed Indexed Annuity accrue interest? These are some Frequently Asked Questions regarding Fixed Indexed Annuities (FIAs). Find all of the answers to these questions in our FIA FAQ Guide.   Disclaimer: Please remember that past performance […]
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Is Your Estate Plan Up To Date?
  The third week in October has been designated as National Estate Planning Awareness Week. Estate planning is a vital component of every financial plan, regardless of the size of the estate. Unfortunately, it’s also an area that is commonly overlooked. This often results in wasted dollars and emotional hardship that could otherwise be minimized […]
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STA Wealth Webinar Series
5 Key Retirement Decisions Webinar How to Avoid Making Common Mistakes Thursday, June 2, 2016 at 1:30pm Register Here
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2016 Key Dates for Retirees
Once you retire or when you are close to retirement there are several dates this year that you should plan for. The purpose of this piece is to summarize the dates/deadlines for you to plan for. If you have any questions, please give us a call or Ask A Question. January 1st There are two […]
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