2025 Year in Review

As we kick off the new year, we’re also reflecting on all we accomplished in 2025. To our clients, colleagues,…

2026 Medicare Open Enrollment

Medicare’s Open Enrollment Period — which runs from October 15 through December 7 — is your annual opportunity to switch…

2025 Year-End Tax Planning Considerations

The One Big Beautiful Bill Act was one of the latest law changes to impact taxpayers, and with the many…

One Big Beautiful Bill Act

The One Big Beautiful Bill Act of 2025 (OBBBA) is a comprehensive tax reform law that builds on and makes…

Funding College with a 529 Plan

2024 Year In Review

As we kick off the new year, we’re also reflecting on all we accomplished in 2024. To our clients, colleagues,…

SFMG Tax Management Solutions

Tax management is far more than a simple annual obligation—it’s a strategic approach to financial planning that may unlock savings…

Creating a Budget That Works

A well-crafted budget is more than just numbers on a spreadsheet, it’s your roadmap to financial success. By setting SMART…

Estate Tax Exemption Sunset: What You Need to Know and How to Take Action

Estate planning is a crucial component of managing your financial legacy and ensuring your loved ones are well provided for…

2024 Year-End Tax Planning Considerations

With the introduction of the new Corporate Transparency Act, entity owners must navigate enhanced reporting requirements in 2024, while the…

Economic and Market Update – December 2025

Our current stock allocation is in an Over Weight position. This allocation of stocks vs. bonds is driven by technical…

Economic and Market Update – November 2025

Our current stock allocation is in an Over Weight position. This allocation of stocks vs. bonds is driven by technical…