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.
Helpful Content
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.