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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The true cost of raising a child may be far more than you expect.
The tax rules that govern donating art are complex and confusing. Take a closer look.
What does the Tax Reform and Jobs Act mean for you?
A letter of instruction provides additional and more personal information regarding your estate.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How will you weather the ups and downs of the business cycle?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
You’ve made investments your whole life. Work with us to help make the most of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a quick guide to checking to see if you have unclaimed money.