Understanding Today’s Financial Environment
Welcome, I’m Scott M. Wallace, CFP®, a financial professional in Katy, TX. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (713) 785-3404.
Helpful Content
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Business Cycle
How will you weather the ups and downs of the business cycle?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?