RSUs, stock options, and deferred comp strategies for Houston's energy professionals...

Before children learn what to do with money, they need to understand what it's for...

The first weeks of a new year set the tone for everything that follows. We've put together a checklist to help you start 2026 financially strong.

Start 2026 with a meaningful conversation about what matters most...

As 2025 draws to a close, it is an opportune moment for clients of financial planning firms to pause and thoughtfully reflect on the year’s events and trends. Understanding the broader economic and social landscape can help you make informed decisions and maintain a balanced approach to your financial future.

As 2026 approaches, setting clear financial goals is critical to building lasting wealth and security. Here are straightforward, effective steps to help you set and achieve your financial objectives.

As another year begins, many people feel the pressure to make New Year’s resolutions aimed at enhancing their personal and financial lives. Yet, the truth is that the vast majority of resolutions don’t last. According to various studies, nearly 80% of New Year’s resolutions fail by February. The main reasons? Overambitious goals, lack of clear planning, and reliance on willpower alone.

As the year draws to a close, it’s crucial for families to review and organize their financial and tax affairs. Taking timely action can optimize your tax outcomes, enhance your financial health, and position you for success in the year ahead. Below is a practical timeline of important tasks and strategies to consider before December 31.

Leaving a legacy of giving is more than a financial decision—it's a testament to your life’s mission. With thoughtful planning, your wealth becomes a force for good that endures for generations.

When it comes to financial planning, open and honest communication with your loved ones is as important as the numbers themselves. Engaging in key conversations ensures everyone is aligned, reduces misunderstandings, and strengthens your family’s financial future.