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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 […]
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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. […]
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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 […]
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Houston Pension Reform at Crossroads: How will this Reform Effect Municipal Pensions Like HPOPS for Officers of the HPD?
  Recently the Houston CPA Society presented a panel of three local expects to discuss the City’s proposal to be filed with the Texas Legislature to reign in Houston’s rapidly growing pension obligations.  Given the need to understand the impact on the Houston Police Department (HPD) Officer’s’, Houston Fire Department (HFD) Firefighters’ and Houston Municipal […]
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Using a Charity as Beneficiary of Traditional IRA or Retirement Plan
What is it? Many people name charities as beneficiaries under their Wills.  However, there may be a better choice… Naming a beneficiary for your traditional IRA or employer-sponsored retirement plan may be one of the most important financial decisions you ever make. The beneficiary (or beneficiaries) you name will receive the funds remaining in your […]
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The Tax Planning Environment in 2016
Although we are hoping for tax simplification from Donald Trump and the Republicans this year (and hope it may be effective retroactive to January 1, 2017), the tax rules for 2016 are already set. You are most likely already receiving your W-2’s, 1099’s, K-1’s and other tax information that you need to compile for your […]
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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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