How to Build a Family Office After a Business Sale
Do I need a family office? The answer depends on your financial situation, the complexity of your assets, and the amount of coordination required to manage your family's financial life.
Topic
Financial Planning
Comprehensive and life planning: cash flow, risk, benefits, homes, and family goals.
What Happens to Deferred Compensation at Retirement?
If you've accumulated deferred compensation during your career, retirement is the point where years of planning become reality—or where costly mistakes can occur.
Texas Residency Planning for High-Net-Worth Families: What You Need to Know Before Making the Move
Moving to Texas with substantial wealth, multiple homes, or business interests? Why residency planning should start long before you relocate, from a Houston CPA and CFP®.
If Your Insurance Rates Went Up, You're Not Alone
If your auto, homeowners, or health insurance premiums increased, you’re not alone. Learn more about why this is happening and what you can do about it.
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.
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.
December Is Identity Theft Protection Awareness Month
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
The Economic Impact of Hurricanes: Protecting Yourself & Your Home
Hurricane season is here, and it's important to be prepared. Ensuring that you and your family are ready if disaster strikes is key to keeping your loved ones safe.
Ready to buy a home? Find out how much house you can afford, tax considerations, and more...
How much house can I afford to buy? There's no quick and easy answer, unfortunately. You should take several things into consideration before buying a home. Read on to find out more.
What is financial planning, and why should I do it?
What is your idea of a fulfilling life? Are you on track financially to get there? Personal financial planning, in combination with life planning, can help you answer these important questions.
Talk through your situation with a CPA and CFP®
Comprehensive plans are $5,000, implementation is $450 per hour, and there are no asset minimums or commissions.