Shank Wealth Management

Periodic withdrawals in retirement may not be such a good idea.

Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

Separating the Signal From the Noise A good professional provides important guidance and insight through the years.

How literate are you when it comes to your finances? Brush up with these five basics.

The Five Basics of Financial Literacy

Have you heard about the new contribution limits from the IRS? Read about it in our article.

New Retirement Contribution Limits for 2026 A look at the new retirement contribution limits from the IRS.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Financially Savvy at Six Figures Help your clients with these practical steps to make the most of their six-figure income.

Bill Shank purchased an original art piece by Taft McWhorter at the Be An Angel 40th Anniversary Gala. We now proudly display it at the Shank Wealth Management offices in Kingwood.

Be An Angel Gala attended by Bill & Susan Shank and Carr & Wendy Burgoyne of Shank Wealth Management. Bill Shank was given two awards this evening for his dedication and service to Be An Angel.

Be An Angel’s 40th anniversary celebration honored our past chairmen from the last 40 years. Bill Shank served a three- year term as chairman, then served on the executive committee as past chair for two years and then returned to serve as chairman again another two- year term.

Additionally, this past year, a special award was created as Be An Angel honored their Treasurer, Bob Leonard, who served for over 17 years and passed away this February 2026.

“The B-O-B Award” … the Be An Angel Outstanding Board award. Bill was the first recipient receiving this award. Bill received a carafe that was given to him and Be An Angel has a plaque in their office with Bill’s name on it.

Are you planning to work after taking Social Security benefits? Know the rules.

How Will Working Affect Social Security Benefits? Knowing the rules may help you decide when to start benefits.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

Impact Investing or Philanthropy This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.