This document is not intended to be taken as investment advice, a recommendation, or an offer or solicitation to purchase…
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…
It’s likely that you and your family are spending more time at home these days. Due to the COVID-19 situation…
The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on March 27, 2020. This Act will…
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…
All taxpayers will be impacted by the legislative changes that took place in 2018. We have summarized some year-end tax…
Charitable giving can be immensely rewarding personally; many of us have a cause we support, and in 2014, Americans donated…
It’s a Human Process Planning for Retirement Requires Looking at More than Numbers What do you see when you envision…
Take a look at our end of year financial planning considerations! Resources: Financial Planning Newsletter: November 2015
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