... So You Can Sleep At Night
Laurie McRay was recently selected as a five-star wealth manager by Texas Monthly magazine - a distinction bestowed upon less than 2% of all wealth managers in the Houston area. Watch out for her profile in the September 2009 issue!
She was also recently featured in the Wall Street Journal.
Newsletters
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.