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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 Read More
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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 Read More
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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 Read More
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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 Read More
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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 Read More
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Portfolio Stress Test
  STA Wealth Management – Portfolio Stress Test By Scott Bishop, MBA, CPA/PFS, CFP® Partner and Executive VP of Financial Planning In November of 2017, I wrote the article suggesting that it may be time for you to perform a “Portfolio Stress Test”.  Many of our newsletter readers were a little worried that the Bull Read More
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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 Read More
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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 Read More
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Happy Anniversary Roth IRA – and Tax Changes to Disallow Recharacterization starting 2018
Happy Anniversary Roth IRA – and Tax Changes to Disallow Recharacterization starting 2018 By Scott A. Bishop, CPA/PFS, CFP® Most people know that 2018 starts a year with a brand new tax law (some of the highlights can be found in this linked summary).  However FEW know that it is the 20th anniversary of the Read More
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New Year’s Resolutions – Get Your Finances in Order.
  Many of you made new year’s resolutions to eat healthier, lose weight and be better to your family.  For those of you reading this newsletter, I bet you at least thought about making some Financial “New Year’s Resolutions”.  Your friends at STA Wealth want to help you reach your financial resolutions and goals.  I Read More
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