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…
The Impact of the SECURE Act on your Retirement Assets On December 20, 2019, Congress enacted the Setting Every Community…
As the summer travel season is upon us, we wanted to pass on a number of critical travel tips if…
The Opportunity Zones tax incentive was established by Congress in the 2017 Tax Cut and Jobs Act as an innovative…
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