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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Here's a breakdown of how the federal government spends your tax money.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.