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The Social Security Fairness Act, HR 82
Signed into law January 5, 2025 This law repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) for everyone who has retired under Social Security (SS) beginning effective January 2024. These reductions in SS applied to those receiving annuity payments from the any federal, state or...
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Beginner’s Guide to College Funding
Written by: Matt Escalante We all know kids can be expensive when you add up the costs for everyday essentials such as...
Tax Wins From Portfolio Gains
Written By: Sarah Nadiri Do you have large unrealized capital gains in your after-tax (non-retirement) portfolio? The...
31 Days of Financial Wellness
JULY 16, 2021 You hear a lot about the value of keeping physically fit, but do you keep your money in shape too?...
TRS Retiree Employment after Retirement Changes Made by the 87th Regular Session of the Texas Legislature
Written By: Mike Cochran Major changes made by several bills that have been passed and signed into law by the Governor...
Three small steps to help you enter retirement debt free
Written By: Edgar Ortiz During our lives, we encounter different cycles of debt depending on our current situation....
The Best Thing You Can Do for Your Personal Finances
Written By: John Fowler, CFP® You won’t believe it... It’s a beautiful Wednesday afternoon and I’m driving down the...
How to Prepare for Tax and Estate Planning Changes
Written By: John Folwer, CFP® Unprecedented. A word we have uttered quite a bit over the last 14 months....
Is Financial Wellness a Must-Have Employee Benefit?
Employee stress is growing. A new survey by John Hancock shows the prevalence of stress has doubled since the start of...
Marriage and Money: Six Mistakes to Avoid
Written By: Michael Collins When it comes to marriage, you want to do things right. The same thing with finances....