Blog
3 More Reasons Why More Sugar Land Families Don’t Have Estate Plans
The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Sugar Land who trust us with their most sensitive financial details -- and we don't take that...
Estate Planning For Dummies: Two Estate Planning Myths Debunked For Sugar Land Families
I'm not sure there is very much I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like this happens, we grieve for shorter and shorter amounts of time and move on ever-more quickly...
2018 Tax Refunds Have You Confused? Pam Britz Provides Clarity
We are cranking along with tax return preparation here at Britz Financial Group, and there are some interesting things that you should know about from Tax Land (that wild, scintillating world that it is). Look -- it is our J-O-B to handle this junk so you don't have...
5 Tips To Think More Clearly About Financial Decisions For Sugar Land Taxpayers
Despite that title, it has, in fact, been a relatively smooth first week of tax filing here at Britz Financial Group. Sugar Land clients have been streaming through our doors, and we've been enjoying our little mini-reunion with so many longtime friends. Now, there's...
Five Common Retirement Strategy Mistakes We’ve Seen in Sugar Land
The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our Sugar Land clients ... as well as chomping at the bit to help them on THIS year's taxes. Truly, the more I take a look at this tax...
Are DIY Taxes Truly Free For Sugar Land TaxPayers?
If you watched any football over the weekend, you probably saw this year's version of the popular tax software maker* touting "free taxes" or some such. Not only was the commercial fairly disturbing (it involves impalement of a person played as a joke), but the...
Common Sense Taxpayer Information Security for Britz Financial Group Clients
We're gearing up for tax season around here, already beginning to help certain Sugar Land clients get their returns ready for filing (yes, this early) when the IRS begins allowing receipt of electronically-filed returns on the 29th of this month. And while we have...
Pam Britz’s 2018 Tax Preparation Checklist
Yes, you *thought* 2017 was in the rearview mirror, didn't you? Well, not for the IRS it isn't. That's because, as you probably know, we are now beginning the process of doing what we do best: effectively, legally, and ethically reporting our clients' financial lives...
4 Goals To Jumpstart Your Financial Freedom In Sugar Land In 2018
It feels VERY good to turn the page on 2017, doesn't it? There were so many hard things that we faced as a nation that the opportunity to start fresh feels particularly bright this week. Obviously, and as I've already written about in some detail, we have a brand new...