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The “Keys” to Using Safe Deposit Boxes
Have you ever watched bank robbery movies, or better yet, spy movies where secret keys lead to random safe deposit boxes full of cash, bags of coins, precious gems, weapons, damaging pictures, evidence and clues?  You may find yourself asking, “Is this what Safe Deposit Boxes are used for?”  It’s possible, however, not as dramatic. […]
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Upcoming Event: Business Transitioning – Wresting a Deal to Close
Please Email: Amanda at to register for the above event, prior to September 6th or call 713-400-1562 Download a copy of the invitation here Leaving Your Legacy:  Business Succession Planning At STA Wealth, many of our clients are owners of small and closely held businesses.  For those clients, we believe it is very important […]
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Forbes Finance Council Members Announce New Partnerships, Bookkeeping Services and More
Forbes Finance Council members continue to provide innovative financial services and tools to help everyone from startup founders to soon-to-be retirees make smart financial decisions. Not only that, they are also partnering with local nonprofits to give back to their communities and expanding with new locations. Below, we highlight five members and their big news. […]
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What is Asset Allocation and How Do I Integrate it into My Financial Plan?
As a long-time financial planner, I find it very important to make sure that a client’s portfolio is aligned with their overall financial plan.  Many investment advisors or planners try to figure out a client’s portfolio allocation via a questionnaire.  Although some questionnaires are good and some are bad, I feel that the best allocation […]
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Will the Next Bear Market Destroy your Portfolio and Retirement Plan?
Over the last few weeks with continuing market volatility, I have been reading more about those close to Retirement worrying about how the next “Bear Market” will impact or destroy their retirement goals and dreams.  There was even a recent piece from MarketWatch titled “The next bear market in stocks will spark a retirement crisis”.  I […]
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Planning for Incapacity
On Friday, April 13th, 2018 for “Financial Planning Friday” on the STA Money Hour (950AM KPRC Radio), We had attorney Molly Dear Abshire, a partner at Wright Abshire, Attorneys in Houston, on live to discuss “Elder Law and Medicaid Planning”.  As Baby Boomers and their parents continue to become an important aging demographic, taking care […]
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Required Minimum Distributions
If you turned age 70 ½ last year, you must take your First Required Minimum Distribution (RMD) by April 1st of this year to avoid a 50% IRS Penalty.  RMD’s are the Government’s way of saying “you kept our money long enough, it’s our money and we want it NOW!” To avoid these penalties and […]
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Roth IRA Conversions – New Tax Smart Strategies for 2018
Most people know that we started 2018 with a brand-new tax law (the Tax Cuts and Jobs Act or “TCJA”).  Some of the highlights of the TCJA can be found in this linked summary.  In addition 2018 is also the 20th Anniversary of the Roth IRA! In STA Wealth Management’s Retirement Survival Guide, I discuss […]
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STA Money Hour – Special Episode on Business Exit or Succession Strategy – Getting YOUR Deal DONE!
On February 9th, 2018, a special edition of the STA Money hour will air where Scott Bishop will be talking to Vibhu Sharma, who successfully sold his software and consulting company.  For those of you that are business owners that have not gone through this process, or are looking at a succession plan, this episode […]
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Tax Cuts and Jobs Act: Impact on Businesses
Written by Scott A. Bishop The Tax Cuts and Jobs Act, a $1.5 trillion tax cut package, was signed into law on December 22, 2017.  We recently wrote this linked article summarizing the overall tax breaks and how they may impact you.  However, the centerpiece of the legislation is a permanent reduction of the corporate income tax […]
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