Insights
Inherited IRAs: Understanding the Latest IRS Guidelines
Recently, the IRS confirmed the requirements for beneficiaries to take RMDs from inherited IRAs. One of the biggest ...
Advisor Spotlight: Mateo's Trip to Spain
At WJ Interests, we pride ourselves on not just providing financial planning services in the Houston area, but also ...
A Summary of the Tax Cuts and Jobs Act (TCJA)
The Tax Cuts and Jobs Act (TCJA) of 2017 was enacted by the US Congress and signed into law by former President Donald ...
The History of Social Security
In August 1935, Franklin D. Roosevelt signed the Social Security Act into law, establishing a financial safety net for ...
Learning to Accept Uncertainty
Benjamin Franklin has a frequently referenced quote, “The only certainties in life are Death and Taxes,” which is a ...
Christmas in Europe
This past December, my wife and I decided to embark on a trip to the infamous Christmas markets in western Europe. Our ...
2024 SECURE Act 2.0 Changes
Last year, Congress passed a new tax bill called “The SECURE Act 2.0” that carried a long list of changes to the tax ...
Bundling for the New Year
As the holiday season rapidly approaches, many of us are considering bundled gift ideas for our loved ones. During the ...
The Resumption of Student Loans
Student loan debt has become a hot-button issue this year, with many borrowers feeling the weight of their financial ...
The Swift Effect – Every City’s Wildest Dream
While ticket resale websites have been a gatekeeper for many Taylor Swift fans, many cities across the US have reaped ...
