Kingdom Wealth Management

Free tax prep for lower pay earners and retirees!

https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers

We help you plan for the best retirement scenarios, giving you the information you need to know … if you can retire earlier than later and ensure you don’t run out of money. Contact us today!

Yikes! This is why you need to guard your spending and work with an advisor to make sure you don’t run out of money. Everything becomes more expensive over time. Healthcare inflation is always higher too…

https://www.forbes.com/sites/bobcarlson/2026/04/25/new-report-forecasts-medicare-premiums-will-double-in-10-years/

Do these stats sound about right for you and your family? Let’s talk. You don’t have to live in debt and paycheck to paycheck!

New logo. What do you think?

Ten tax tips for 2026

10 tax tips for 2026 | Fidelity Get ready for 2026 tax season with 10 practical tips to help you save money, reduce surprises, and make smarter financial decisions.

Today I lost a friend of 26 years who was also a client. While I mourn the loss, I am grateful we worked together for a number of years to make sure his affairs were in order.

- He had a will in place, so his family doesn't have to deal with nearly as many probate issues and pay lawyers even more to settle his estate.

- He had a beneficiary on all his accounts, which bypasses probate.

Why share this with you?

The last thing you want to do is put your family through more than is necessary if you pass away. Show them you love them by making sure every account has a current beneficiary on it, and get your will updated if you have one or get one in place ASAP if you don't.

While I'm not an attorney and can't give you legal advice, I am happy to guide you to get a will and directives in place for a reasonable cost. Call me at 832-474-7381 and I will be happy to help you, even if you're not currently a client. It's that important.

Depending on the data you find, somewhere between 40%-50% of American households have no retirement savings at all.

“I’ll figure out how to pay my bills when I get to that point in life” is not a retirement plan.

What is it? It’s how you end up on Medicaid and a ward of the state after you’ve sponged off every relative that will still speak to you.

Investor interpretation of headlines: When consumer confidence is at its lowest and fears of inflation are high, it's time to ignore your fear and INVEST. Might the markets go a bit lower temporarily? Sure. But you're in this investing thing for the long term, in other words, DECADES of investing for your future.

When all the quality company stocks are on sale, you buy. Disciplined investors remain invested and even buy more when the average person is scared and disheartened. That's how long-term money is made in investments.

Contact me if you want some help investing in these turbulent times!

Consumer sentiment hits record low, inflation fears rise amid Iran war The university's headline index of consumer sentiment tumbled to 47.6, down 10.7% from March to its lowest on record.