Question?

Join the conversation and feel free to submit a question to our experts.

Submit a question

Listen.

Listen in on our hour-long show, from Monday-Friday 12-1pm on KPRC AM 950

Subscribe.

Stay up to date and have the STA Weekly Report and 401k Plan Manager emailed to you.

Subscribe

Insights.

Read STA's Featured Articles

Read More

Articles

STA Wealth Management – Portfolio Stress Test
  STA Wealth Management – Portfolio Stress Test By Scott Bishop, MBA, CPA/PFS, CFP® Partner and Executive VP of Financial Planning Although the markets have had a nice run since bottoming in March of 2009 (after the 2008 Global Crisis – see chart below), many are feeling that they are due for a correction based Read More
Learn more
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
Learn more
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
Learn more
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
Learn more
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
Learn more
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
Learn more
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
Learn more
Trump Tax Reform
  On Wednesday April 26, 2017, President Trump outlined his goals and priorities for major tax reform that could have a significant effect on all businesses and individuals.  This one-page summary highlights the key features of the proposed tax reform which the administration is labeling, “The Biggest Individual and Business Tax Cut in American History.” If you Read More
Learn more
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 Read More
Learn more
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 Read More
Learn more

Contact STA

Thank you for your interest in STA Wealth Management,

and for exploring our website. Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please reach out to us using the information below, or by completing the online form, and we’ll be in touch as quickly as possible!

Phone:

281.822.8800 (Houston area)

Email

info@stawealth.com

Houston Headquarters

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

For directions to our offices, click here.