Diane Halloway, CPA/PFS, CFP®, CSA

     (281) 486-7358

 

16850 Royal Crest Drive
Houston, Texas 77058

Where Is the Market Headed? Events on Wall Street The Facts About Income Tax Perception vs. Reality

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Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

How to Make 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.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Tax Freedom Day

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like the junk in a junk drawer.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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