Blog
Britz’s Key Reminders for the Chaos in Charlottesville, Politics and Abroad
Open (and evil) racial violence in Charlottesville. Political turmoil all over Washington. An ever-inflating stock market. War drums from North Korea. TOTAL SOLAR ECLIPSE. Every summer, it seems we hit a point in which it feels like everything is fraying at the edges...
Building a Better Personal Network In Sugar Land
We work a great deal with asset sheets and financial numbers for our Sugar Land clients. We're always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the Sugar Land families and people we serve. But...
Why You Should Create A Tax Planning Strategy With A Sugar Land Professional’s Help
Sometimes the best stories are the old ones. Variations of this yarn have floated around the culture for some years now, but in my opinion, that's because the lesson from it is so instructive. And I'll admit from the jump, that it's self-serving to some extent....
Training Your Heart For Good Financial Stewardship In Sugar Land
Working with my Sugar Land clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that we all...
A Basic Mid-Year Tax Planning Method for Sugar Land Taxpayers
Well, we are right in the thick of summer. It's hot. It's also tempting to just sit back and hit the cruise control for the next 6 weeks or so, and do nothing different, make no changes, plan no plans. Like many, you're probably averting your eyes from the national...
Smart Planning for Financial Independence in Sugar Land
I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in Sugar Land wrote me saying that they were feeling pretty...
Four Keys to Achieving Financial Freedom by Pam Britz
I truly hope you enjoyed your Independence Day festivities. Perhaps you're still enjoying them? Interestingly, did you know that the Declaration of Independence was actually approved on July 2nd, and most of the delegates didn't sign it until August 2nd? While John...
Three Practical Financial Tips for the Multi-Generational Caretaker in Sugar Land
With summer in full swing, for some of my Sugar Land clients it means that the children are more "present" than they might otherwise be. The wallet might feel a little more leaky than normal, with summer camp expenses (and there *are* certain tax deductions for those,...
Pam Britz on Patterns and Habit, via Parable
Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and without the intensity of tax return filing season to keep me distracted, I occasionally find myself a little stuck. Can...