Tax Planning & Strategies

Texas Financial Advisory is coming to TV!

Have you missed out on hearing the Texas Financial Advisory show on the radio? No worries! We are weeks away from making our television show debut. The Texas Financial Advisory radio show is being adapted into a television program. We will debut in January on ABC KSAT 12 (TIME TBA).   While you wait, check…

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Wealth and Income: Some Tax Implications

What do Michael Bloomberg, Arnold Schwarzenegger and Mitt Romney all have in common? When they held public office, each accepted only $1 in annual compensation. President Trump also has chosen to forgo his pay, donating his first-quarter salary – minus an amount for taxes – to the National Parks Service. Taxes were deducted from the…

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Retirement: The New Status Symbol

A lack of savings among many U.S. households could mean a change in the perception of retirement. It used to be a foregone conclusion that once you were too old to work, you retired. That’s not always the case anymore. More than a third of U.S. households in prime earning years or later have no…

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Too Much Positivity can Equal a Negative

  The mind is a powerful tool. It can protect, justify, trick and even make good things happen by its sheer will. A good example is the placebo effect, a biology-based phenomenon with proven positive results.1 But there are limits to what a positive mindset can truly accomplish. For example, a 2016 survey by asset…

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