• 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 they 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