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? 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…
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…
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…
All taxpayers will be impacted by the legislative changes that took place in 2018. We have summarized some year-end tax…
See our attached tips to plan for estate tax portability. Resources: Planning for Estate Tax Portability
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