The Mercer Street blog
Practical writing on tax, business, estate, and investment decisions from a CPA and CFP® in Houston.
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.
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.
Here's how to react before, during, and after a flood occurs in your area.
Have you ever wondered how to apply March Madness to your financial well-being? There may be parallels between your bracket selection and investing.
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.
Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
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