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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
How to help determine life insurance needs to provide for your family after you pass away.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Purchasing homeowners insurance is critical for protecting your home.
How Medicare can address health care needs in your retirement strategy.
Learn about the latest sport to sweep the nation with this informative article.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Savvy investors take the time to separate emotion from fact.
All about how missing the best market days (or the worst!) might affect your portfolio.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?