... 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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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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.