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  • 2020 Personal Financial Planning Calendar
    Happy New Year! Don’t let 2020 pass you by and let hindsight be this year (see what we did there?). Take prudent steps now in order to make the most out of your hard-earned wealth. Here we’ve put... READ MORE
  • Optimizing Your Insurance Benefits
    As seen in the Fort Bend CEO magazine 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
  • Are your ducks in a row?
    As seen in Fort Bend CEO magazine Talking about death can be difficult but if you really want to ease your family’s burden after you are gone, make sure you’ve filled some of these common gaps.... READ MORE
  • Do You Have a Plan?
    As seen in Fort Bend CEO magazine Gen. George Patton once said, “A good plan executed now is better than a perfect plan next week.” Too often, financial planning is not top of mind. However, it... READ MORE
  • 2019 Retirement Plan Contributions
    As seen in Fort Bend CEO magazine Here is some helpful information regarding retirement plan contributions that you should be aware of for 2019. 401(k), 403(b) & 457 Plan Contributions The 2019... READ MORE
  • Succession Planning Using ESOPs
    As seen in the Fort Bend CEO magazine One of the greatest sources of wealth in America is ownership of small businesses, those created by entrepreneurs risking their own capital to try and build a... READ MORE