Articles

Already picked your retirement dream home? Not so fast!

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Tuesday, October 21st, 2014

as appeared on CNBC.com on October 20, 2014 When reaching retirement age, some people feel the impulse to sell everything and move to a warmer climate. Not to be a killjoy regarding any retirement dreams, but there are some things to consider when deciding to pack up and move to sunnier shores. Here’s a look Read More
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Medicare Open Enrollment Period Begins October 15th

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Thursday, October 9th, 2014

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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Managing a Concentrated Stock Position

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, October 3rd, 2014

In the city of Houston, we are blessed to have more than our fair share of successful businesses. Because of that, at STA Wealth, we work with a lot of business owners and executives where a large holding of a single stock that dominates their portfolio. With that concentration, challenges in terms of helping them Read More
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Roth IRA Conversions

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, October 3rd, 2014

With the lure of tax-free distributions, Roth IRAs have become increasingly popular retirement savings vehicles. According to the Investment Company Institute, 19.1 million U.S. households (about 15.6%) owned Roth IRAs in 2013. What are the general rules for funding Roth IRAs? There are three ways to fund a Roth IRA–you can contribute directly, you can Read More
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Tax Efficient Charitable Planning

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Tuesday, September 23rd, 2014

Recently we have had a lot of requests for ideas and guidance on better ways to give money to charity. In Houston, our economy has been doing great, so many people are trying to find ways to effectively give back to the community and charities of their choice. For those that are charitably inclined and Read More
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Women and Money: Taking Control of your Finances

Written by Michael Smith | Tuesday, September 23rd, 2014

As a women, you have financial needs that are unique to your situation in life. Women are natural nurturers and wired to care for the needs of others, and by doing so they often neglect to take the time to take care of themselves. Whatever your circumstances may be, it’s important to have a clear Read More
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