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.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Do your insurance needs stay the same when the nest empties?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Your credit score may influence how much you pay for auto and home insurance.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
When to start? Should I continue to work? How can I maximize my benefit?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The market is as unpredictable as the weather. We’d love to help you prepare.
Here’s a quick guide to checking to see if you have unclaimed money.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Are you ready for retirement? Here are five words you should consider.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know these three personal finance sayings?