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.
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.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Tax preparation may be the perfect time to give the household budget a check-up.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The item most homeowners forget on their home improvement project checklist is insurance.
A collection of tips from professional travelers.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
You’ve made investments your whole life. Work with us to help make the most of them.