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.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A bucket plan can help you be better prepared for a comfortable retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When should you take your Social Security benefit?
Have you found yourself suddenly single? Here are 3 steps to take right now.