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STA In The News

4 Tax Planning Tips for Retirees

Jeff and Donna Walsh called it quits after long careers in 2017, downsizing to a smaller, mortgage-free home in the process. The 64-year-old couple — their names have been changed for this article -– sold the spacious New Jersey home they’d owned for 20 years and relocated to a condo in Florida. Now they face fresh twists this tax-filing season — and a whole new set of tax challenges in the coming years.

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Houston Business Journal
2019 Largest Houston-Area Money Management Firms

2019 Largest Houston-area money management firms. Ranked by 2018 locally managed assets.

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Business Insider
7 Signs You Might Not Have Enough Money to Retire

There are a few questions you should ask yourself before deciding whether you’re ready to retire. One of those has to do with how much money you’ve saved. Even if you’re emotionally ready to say goodbye to the 9-to-5 and know exactly what kind of lifestyle you want, retirement isn’t very feasible if your finances aren’t in shape.

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Houston Business Journal
Houston Business Journal – People On The Move

Nicholas Low, Senior Wealth Advisor at STA Wealth Management LLC, EDUCATION:  University of Houston (TX)

Nick provides clients with financial planning, risk management, and goal-based investing, Nicholas walks his clients through the cycles of life and business. Nick works with business owners, retirees, private family offices, and executives.

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Simple Strategies To Help Anyone Improve Their Financial Literacy

No one wants to feel like they’re scrambling for money every month, especially if they’re already working full-time and struggling to maintain a healthy work-life balance. However, that seems to be a common occurrence in today’s world of high spending and even higher debt.

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Want To Flourish Financially? Ignore These Nine Common Pieces Of Advice

On the internet, anyone can promote themselves as an “expert” in any given field. So-called expert advice published on a random website or blog can quickly go viral — and it’s not always accurate or helpful.

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



Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478




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