Maintaining Your Tax Records: 4 FAQs AnsweredAs advisors, we receive frequent questions from our clients regarding the ins and outs of tax record retention. From what to keep to how long it's recommended to keep certain tax records, it's a hot topic throughout the...
Tax Planning
Texas Taxes: The 4 Biggest Facts You Need to Know
Texas Taxes: The 4 Biggest Facts You Need to KnowHere in The Lonestar State, our taxes are as friendly as our people! That being said, there are some pretty important things you should know about Texas Taxes that can help you keep more of your hard-earned money. To...
4 Smart Tax Tips for Newlyweds
4 Smart Tax Tips for NewlywedsTying the knot is one of the most important life events anyone can experience. You're not only combining families, but you are also combining finances. Although we cannot necessarily hold your hand through learning to get along with your...
Estate Planning and Taxes: 4 Popular Questions
Estate Planning and Taxes: 4 Popular QuestionsEstate planning and taxes - two inevitable facts of life that most of us are often reluctant to face. While taxes are a necessary part of your whole adult life, laying out the plans for your estate isn't something that...