Blog
The Billionaire Mindset by Pam Britz
We're turning the corner into November this week, which means that 2017 is close to being over. And based on what I've heard from more than a few of my Sugar Land clients, turning the corner into 2018 is going to be a welcome event. It's been a rough year for the...
9 Key Questions for Your 2017 Taxes by Pam Britz
Now that extended returns have been filed, we set our gaze towards year-end around here, and on making sure that YOU are doing everything possible to ensure that your 2017 tax burden is as low as legally and ethically possible. I did receive some feedback and...
Should You Set Up A Trust? 5 Questions For Sugar Land Families
We all woke Monday morning to news of more senseless tragedy and horror, this time, as you no doubt have heard, from Las Vegas. Yet another picture of a kind of terror that I cannot fathom; imagine going to a simple music festival and suddenly having death rain down...
Tax Planning Strategies For Sugar Land Individuals and Families
As a planner, I hate speculation. I would much rather plan for what I can control, and harvest the fruits without surprise. And that's exactly what we do with our Sugar Land clients -- at least with those who are smart enough to take us up on it -- we PLAN for the...
Pam Britz’s 2017 Tax Planning Guide
The third quarter of 2017 is officially behind us, and we are moving into the final portion of our year. The NFL is in full swing, school is back, and life begins to barrel at all of us in new ways. Believe it or not, the holidays are around the corner! (In fact,...
Hurricanes, Tax Deadlines in Sugar Land and Data Breaches
Our hearts and prayers continue with Houston, and with those in the path or wake of the western wildfires. And now, of course with the entire state of Florida. Fortunately, some of the most dire Irma scenarios did not play out, but we are still dealing with a storm...
Should Sugar Land Parents Sacrifice Their Retirement for Their Children’s College Debt?
As Houston continues to recover from the devastation of Harvey, if you've been paying attention, you also have gotten a bit of a refresher on the greatness of humanity when pushed against the wall. Aside from the outpouring of financial assistance flying towards...
Disaster is still yet to be understood
All of our hearts are with Houston, and the areas surrounding that have been devastated in the past few days. It feels a bit like Katrina did, though the true measure of the disaster is still yet to be understood (as in New Orleans). What *is* clear is that many...
Summer Chaos, Total Eclipse and Britz’s Key Reminders
How was your TOTAL ECLIPSE experience? Did you get to see the totality? Did you travel for it? Would love to hear about your experience. Well, the world is still standing, even after all of the chaos that we've been experiencing as a nation. Social media remains an...