Abigail Lam Morrow, CFP

Many investors worry about paying more in taxes than necessary in retirement — but aren’t sure what to do about it.

That’s where asset location comes in. By aligning the right investments with the right accounts, we can help make your retirement income more tax efficient, and help you keep more of what you’ve worked for. Let’s talk about how this fits into your plan. Learn more at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

Opportunities arise. Families grow. Priorities shift.

A well-structured financial plan gives you the flexibility to access funds when you need them — without creating unnecessary tax consequences. That’s the power of asset location: building in flexibility from the start. See how it works at https://portal.equitable.com/appentry/EDoxRedirect?node_id=A2026030900002.

Today is Good Friday. Let us take a moment to reflect on the profound significance of this holy day. May it be a time of peace, of prayer, and of reflection.

Please note that some financial markets will be closed due to this sacred occasion.

We were honored to participate in the 4th Annual Hutto ISD Women's Conference and engage in a conversation around women and wealth!

Wrapped up an incredible week with Kingdom Advisors at the annual Redeeming Money conference. In our role as advisors, we get to help others in their stewardship journey. Through our investments, savings, and giving, He owns it all!

The Internal Revenue Service announced cost-of-living adjustments applicable to dollar limitations for pension plans and other items for tax year 2026. Let's make sure you're set up for success in 2026. Feel free to reach out for more information and to discuss how we can optimize your planning strategies.

https://static.fmgsuite.com/media/documents/9c33ca6d-b3f9-44bf-a865-4ed8dbd32a24.pdf

We were grateful to participate in the Westwood High School student career fair. We were impressed by all the students exploring future career paths! Thank you to Melissa Thomas and team for organizing.

I'm thrilled to share that I've passed the CERTIFIED FINANCIAL PLANNER® exam! This certification is recognized as the gold standard in the financial planning profession.

For over 30 years, the CFP® certification has set the benchmark for excellence, ensuring that professionals like me take a holistic and personalized approach to financial planning. As a CFP® professional, I am committed to acting as a fiduciary, meaning I prioritize my clients' best interests in every financial decision. Thank you for your support on this journey!

It has been such a privilege partnering with the AVID team at Independent School District to help equip high school students going to college with financial education and resources! Thank you to our Equitable Foundation team and the amazing AISD AVID team!

Merry Christmas from Team Lamchopz! We wrapped up 2024 and business planning together as a team. Very grateful for everything our team has accomplished this year, personally and professionally!

A great week in Orlando celebrating the accomplishments of 2023 at our National Leaders Forum! Thankful for the leadership within our company and the people I get to work with every day!