The Texas Money Manager

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate.

Tax freedom day: the day you begin earning money for yourself.

Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.

As complex as the details of taxes can be, the income tax process is fairly straightforward.

How Income Taxes Work A quick look at how federal income taxes work.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

phone The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material pr...

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

phone The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material pr...

Buying a home may be your largest financial commitment. Which loan is best for your situation?

phone The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Test your estate strategy knowledge with this short quiz.

Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

phone The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

Building Your Legacy A four-step framework for building a personal legacy.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

How to Make the Tax Code Work for You When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

How much do you know about stocks?

How Stocks Work Understanding how a stock works is key to understanding your investments.

Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.