Tax management is far more than a simple annual obligation—it’s a strategic approach to financial planning that may unlock savings…
A well-crafted budget is more than just numbers on a spreadsheet, it’s your roadmap to financial success. By setting SMART…
Estate planning is a crucial component of managing your financial legacy and ensuring your loved ones are well provided for…
This document is not intended to be taken as investment advice, a recommendation, or an offer or solicitation to purchase…
Every financial plan has an elephant in the room — that being the passing of a family member, spouse, loved…
What is the Medicare Open Enrollment Period? Medicare’s Open Enrollment Period — which runs from October 15 through December 7…
What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which people with Medicare…
Today we are proud to announce seven new stakeholders have joined SFMG Wealth Advisors’ ownership group. Melissa Hawkins, Director of…
The following planning strategies are based upon current tax laws. The team at SFMG is closely monitoring the tax changes…
The Paycheck Protection Flexibility Act was signed into law on June 5, 2020 and includes updates regarding the Paycheck Protection…
The CDC has announced that a significant portion of individuals with coronavirus appears asymptomatic when they transmit the virus. The…
Contact A Wealth Advisor Today
