Understanding Today’s Financial Environment
Welcome to Wallace Wealth Management. 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: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Are women prepared for a 20-year retirement?
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
This investment account question is vital and answered as early as possible.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Five strategies for managing your student debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: Right Now.
It's easy to let investments accumulate like old receipts in a junk drawer.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are a few things to consider when buying or leasing your next vehicle.
Here’s a quick guide to checking to see if you have unclaimed money.