• Wrapping Up Your 2016 Finances
    As Seen In the Fort Bend Independent With the close of the year comes a number of different tax and personal finance deadlines of which you should be aware: Required Minimum Distributions for IRAs In... READ MORE
  • Year-End Tax Strategies
    As Seen in the Fort Bend Independent As we continue to approach the end of 2016, it’s important to be aware of some tax strategies that can be implemented. There are some strategies that can wait... READ MORE
  • Should I Own Bonds?
    As Seen In the Fort Bend Independent Many clients come to us having never invested in bonds, with little understanding of how bonds work and the advantages/disadvantages of owning this asset class.... READ MORE
  • Do You Have a Plan?
    As Seen In the Fort Bend Independent Gen. George Patton once said, “ A good plan executed now is better than a perfect plan next week. ” For many of us, financial planning is not top of mind.... READ MORE
  • 2016 Retirement Plan Contributions
    As Seen In the Fort Bend Independent As we are well into the latter half of the year, here is some helpful information regarding retirement plan contributions that you should be aware of. 401(k),... READ MORE
  • WJ Interests Welcomes New Advisors and Celebrates 20th Anniversary
     As Seen In the Houston Business Journal, The Fort Bend Independent and the Katy News WJ Interests, LLC, is pleased to welcome Jonathan Chapman, CFP ®, as wealth advisor and Jordan Nightingale, CFP... READ MORE
  • Have You Taken Care of Everything?
    As Seen in the Fort Bend Independent Talking about death can be difficult and talking about death and finances is just about impossible. But if you really want to ease your family’s burden after... READ MORE
  • Using Health Insurance Subsidies
    As Seen in the Fort Bend Independent Most individuals and families know about the new healthcare exchange that was created by the Affordable Care Act (ACA). However, most don’t realize that a... READ MORE
  • Optimizing Your Insurance Benefits
    As Seen in the Fort Bend Independent Determining which benefits to select based on you and your family’s needs can be a daunting annual task. Below, we provide some clarity and advice for the most... READ MORE
  • Transferring Your 401k
    As seen in the Fort Bend Independent Over time, transferring your 401k has evolved from a multi-step process involving approvals from you, your company and the 401k provider, to as little as a phone... READ MORE