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Articles

Upcoming Event – Business Transitioning: Wrestling a Deal to Close

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Hurricane Disaster Tax Relief (Hurricane Harvey)
  In a four-week period, the United States was struck by three Category 4 hurricanes. The resulting damage is staggering. As humanitarian relief efforts continue, new legislation provides tax relief for those affected by the storms. Additional tax relief provisions have been announced by the IRS. Disaster Tax Relief Act of 2017 The Disaster Tax Read More
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Elite Alert: Relief for Victims of Hurricane Harvey, Irma and Maria
Elite Alert: Relief for Victims of Hurricanes Harvey, Irma and Maria STA Wealth Management is given updates like this since we have an Elite IRA Advisor with Ed Slott & Co. on staff, Scott Bishop. On September 29, President Trump signed into law the Disaster Tax Relief and Airport and Airway Extension Act of 2017. This Read More
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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. Read More
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Hurricane Harvey Help
Hurricane Harvey Help Friends of STA Wealth, Truett Allen (took picture) and others helping those in need during Hurricane Harvey. All of us as at STA Wealth hope that you and your family were not severely impacted by the events of last week related to Hurricane Harvey. We would also like to thank all first Read More
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Five Questions about Long-Term Care
Long-term care is not just provided in nursing homes–in fact, the most common type of long-term care is home-based care. What is long-term care? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally round-the-clock care Read More
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Which Type of IRA is Right for You?
An individual retirement arrangement (IRA) is a personal retirement savings plan that offers specific tax benefits. In fact, IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a 401(k) or other plan at work, you should also consider investing in an IRA. What types of IRAs Read More
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STA Wealth Retirement and Financial Planning Checklist
Do you feel that you are ready for retirement?  If so, try this quiz by given by the American College. Of the 1,200 individuals surveyed, 74% FAILED. As you near or enter retirement, we have created this checklist for you, your family and your financial/tax team.  The goal of this checklist is to help you Read More
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Eleven Ways to Help Yourself Stay Sane in a Crazy Market
In order to keep your Financial Plan on track, you need to have a sound and disciplined investment plan.  That sounds easy and logical, but as Stephen Covey said, “Common sense is not always common practice”. Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. Read More
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What is a Family Limited Partnership?
WHAT IS A FAMILY LIMITED PARTNERSHIP? A Family Limited Partnership (FLP) is created and governed by state law and is generally governed by state law and generally is comprises two or more family member partners.  FLPs provide an excellent vehicle to centralize the management of assets, protect against creditors, reduce administration expenses of investment and Read More
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281.822.8800 (Houston area)

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800 Town & Country Boulevard, Suite 410
Houston, TX 77024

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