Zainab “Zee” Gandhi Attends the Financial Planning Association of Houston Annual Symposium
Erin Sibley Celebrates 10 Years at Shobe
QUARTERLY UPDATE: Q2 2021
The Unique Advantages of Health Savings Accounts
These tax-advantaged savings accounts can help you cover your health care expenses.
The 2021 Child Tax Credit: An Overview
The tax give-back for parents of young children is different in 2021.
Life-Changing Events Change Your Taxes, Too
Review how six major life events can impact your federal return.
Are Your Important Documents Secure and Accessible?
Keep your financial life organized with a thoughtful combination of digital and physical storage solutions.
Loved Ones, Legacies and Life Insurance
You likely think of life insurance as a way to help your loved ones after you pass away – and it does. But there are other reasons to consider life ...
When Should You Ignore Conventional Retirement Advice?
It’s human nature to want to take mental shortcuts, like following the crowd to find that best-selling gadget on Amazon. We read all the reviews and...
What Savvy Investors Know About Social Security
Explore some of the ways that in-the-know retirees make the most of their benefits.
Shobe Insights: 2nd Quarter 2021
Preparing Teens For Financial Adulthood
Learning how to properly manage money is a crucial life skill that can take years to develop. For teens who may be earning an income for the first tim...
Market Perspectives: 2nd Quarter 2021
Biden And His First Term Agenda
Answering Four Common Questions About Covid-19 And 529 Plans
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings.
Achieving A Better Life Experience
An introduction to the ABLE Act and ABLE accounts – how they work and why they’re important.
How Does Dollar-Cost Averaging Work?
When you’re in a traffic jam on the highway, you may find yourself trying to merge into whichever lane is moving fastest at the moment, only to find...
Shobe Insights: 1st Quarter 2021
Are You And Your Partner On The Same Retirement Page?
Market Perspectives: 1st Quarter 2021
A Return To Normalcy Likely In 2021
Tax Tips For Charitable Donations
Charitable giving is a great way to support the causes you care about while also getting a tax break
12 Financial Resolutions For 2021
Start the new year right by reviewing and revamping your financial plan.
“No Kids” Shouldn’t Mean “No Estate Plan”
Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend.
How To Make A Wealth-Transfer Plan
A well-designed plan protects your wishes and helps avoid conflict among your heirs.
Market Perspectives: 4th Quarter 2020
Economic Outlook: Through The Pandemic And Beyond November
Preparing For Healthcare Costs In Retirement
For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying.
3 Myths About Voting And Market Volatility
When it comes to investors’ decisions about the market, the election is just one factor among many.
Shobe Insights: 3rd Quarter 2020
6 Ways to Practice Self-Care During Covid-19
Infuse your social distancing with a dose of self-care.
Market Perspectives: 3rd Quarter 2020
Economic Outlook: Certainty within Uncertainty
How Different Types Of Investment Income Are Taxed
There are myriad deductions and credits, various tax brackets, additional payroll and Medicare surtaxes, and a slew of different categories to help us...
Will Vs. Trust: Know The Difference
Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differe...
Shobe Insights: 2nd Quarter 2020
Kid-Approved Summer Activities In A Post Covid-19 World
Market Perspectives: 2nd Quarter 2020
The emergence of the coronavirus as a global pandemic was a ‘Black Swan’ event outside anyone’s scope.
Shobe Insights—Special Edition
4 Tips For Navigating The Coronavirus Volatility
Quarterly Update: 2nd Quarter 2020
Keeping Cool: Investment Strategies vs Reactions
The Coronavirus Is Spreading—and So Are Related Scams
How You Can Support Local Business While Staying Safe
GROCERY SHOPPING AMID THE CORONAVIRUS
EDUCATIONAL RESOURCES FOR MARKET VOLATILITY
1ST QUARTER MARKET PERSPECTIVES 2020
FOR COLLEGE SAVINGS, 529 PLANS ARE HARD TO BEAT
QUALIFIED CHARITABLE DISTRIBUTIONS: USING YOUR IRA TO GIVE FROM THE HEART
HOW TO QUARTERBACK A FAMILY HUDDLE
TRIM YOUR FUTURE TAX BILL BY THINKING AHEAD
DON’T LET THIEVES RUIN YOUR HOLIDAY SEASON
LIFETIME (NONCHARITABLE) GIFTING
4 WAYS TO CREATE A MEANINGFUL FAMILY LEGACY
BALANCING 401(K) AND HSA CONTRIBUTIONS
6 ACTIONS THAT CAN BUILD AN ENDURING PHILANTHROPIC LEGACY
SHAPE YOUR FUTURE – GOALS TO GET YOU STARTED
YEAR-END TAX PLANNING
7 WAYS TO BOOST YOUR SAVINGS
HOW GRANDPARENTS CAN TEACH FINANCIAL LESSONS
GIVING WISELY TO MAXIMIZE YOUR CHARITABLE IMPACT
FOCUSING ON FINANCIAL PROGRESS
3RD QUARTER MARKET PERSPECTIVES 2019
ONLINE SHOPPING MUSTS
FINANCIAL ADVICE FOR RECENT COLLEGE GRADUATES
ARE YOU AND YOUR PARTNER ON THE SAME RETIREMENT PAGE?
A CIRCLE OF CARE
CHARITABLE GIVING AFTER TAX REFORM