Property Tax Freeze – Moving When Over Age 65

Published by Zachary Langan, Associate Wealth Advisor For many seniors in Texas, property taxes are the single largest expense they have. If you are over age 65 and have considered moving, be aware of the possible property tax implications. You have probably heard that your property taxes w …

How to Make Charitable Giving Part of Your Financial Plan

COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.

Good People Skills Are “Unnatural”

Published by Gayla Allen, Director of First Impressions Throughout my career I’ve been drawn to positions that provide an opportunity to meet and mingle with work peers and the public. Still, not all jobs that require people skills are a good fit for me; however, having fun at work while pr …

Mount St. Helens Eruption – 3 Life Lessons

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor Recently we marked the 40th anniversary of Mount St. Helens volcanic eruption. The eruption of Mount St. Helens was a cataclysmic geologic event in North America where fifty-seven souls were lost and around 200 h …

Have You Written Out Your Family Values?

Published by Robert W. Huntley, CFP®, CHFC®, CKA® Founder & Wealth Advisor My youngest is twenty-two and lives in Nashville, TN.  He called recently asking me to send him the list of the family values we kept on the refrigerator when he was growing up. I hung up the phone and smiled. He …
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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