8 Step Summer Financial Checkup
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
The Mercer Street blog
Insights
Practical writing on tax, business, estate, and investment decisions from a CPA and CFP® in Houston.
The Estate Tax Sunset Is Off: What the Permanent $15 Million Exemption Means for Your Plan
The estate tax exemption didn't fall to about $7 million in 2026. It rose to $15 million per person and is now permanent. Here's what that means for Texas families and their estate plans.
Why You Should Plan Taxes 2 Years at a Time
Rather than procrastinate this tax season, learn why you should think ahead and plan your taxes two years at a time. Preparation is key to seamless tax planning.
Think Flood Safety this Spring
Here's how to react before, during, and after a flood occurs in your area.
How March Madness Is Like Investing
Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.
How You Can Purchase I-Bonds Directly from the Treasury
With inflation hovering near 40-year highs, you may want to consider an investment that can keep up with prices. Here’s how to get started with I Bonds.
Talk through your situation with a CPA and CFP®
A comprehensive plan is $5,000, with our best rate of $450 per hour afterward. Limited-scope advice without a plan is $600 per hour with a 2-hour minimum. No asset minimums or commissions.