Pam Britz’s Nine Key Questions That Could Affect Your 2019 Tax Bill

Well, here we are into December, the final month of 2019 — and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let’s sit where we are for a bit. The December holidays are upon us. And it’s also the time for another kind … Read More

Pam Britz’s Nine Key Questions That Could Affect Your 2019 Tax Bill

Happy Thanksgiving 2019 from Britz Financial Group to your family

Imagine … You are ripped from your childhood home while young and trafficked across the ocean to a country where you don’t speak the language. You are sold to practitioners of a religion that you don’t understand, and there is no apparent possibility of return. Imagine … You are quietly going along with your life, worshipping God the way you … Read More

Happy Thanksgiving 2019 from Britz Financial Group to your family

How Sugar Land Taxpayers Can Avoid Fake Charities

Is the holiday season indeed “the most wonderful time of the year”? One could make a strong argument. However, for every gift we receive there are 10 or so emails asking us to give to a cause. Whether online or via snail mail, charitable organizations capitalize on the season’s tax-reducing giving benefits. No one can blame these organizations — it’s … Read More

How Sugar Land Taxpayers Can Avoid Fake Charities

A Trusted Sugar Land Professional’s Thoughts For Your 2019 Taxes

November is a wonderful start for holiday season with several traditions to match: pumpkin-spiced everything, no-shave November (apologies to those spouses affected), watching football and of course … Thanksgiving. Sorry to poke my accountant’s green shades into all those festivities, but it also happens to be a perfect time to strategize. (Add that to your new November “traditions” list.) We’re … Read More

A Trusted Sugar Land Professional’s Thoughts For Your 2019 Taxes

Pam Britz’s Guide for Lending Money to Family Members

Family can take so many different forms these days, whether it’s biological or otherwise, but for a certain segment of my Sugar Land clientele, there is a particular privilege that might kick in this week: The parent tax. If you have children, what better way to teach them about the realities of our taxation system than by skimming 25% of … Read More

Pam Britz’s Guide for Lending Money to Family Members

Pam Britz’s Three Keys To Get Out of Debt

The World Series is here, football seasons are in full swing, school is deep in session, and the weather is shifting for sure. Fall has a way of running along faster than we realize. It’s kind of like our financial picture: things can change REAL fast, and before you know it, we’re buried under a pile of something that we’d … Read More

Pam Britz’s Three Keys To Get Out of Debt

Britz’s Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow… Weather is a close second to “life” in terms of unpredictability. So I think that means two things: You should always carry an umbrella. Your life insurance policy should be clear and up-to-date. Today, we’re going to focus on that second item and how life … Read More

Britz’s Rules of Thumb for Life Insurance

Total Cost of College for Sugar Land Folks

Yes, there is chaos in the political world. Since it’s not related to our vocation around here, I’ll withhold comment, and let’s move on to a happier conversation. Paying for college. (Yes, that was sarcasm.) So much ink (and an abundance of pixels) has been spilled over the past decade about rising tuition costs, that sometimes parents overlook the fact … Read More

Total Cost of College for Sugar Land Folks

Thinking Through Real Estate Investments In Sugar Land

When it comes to your money, you’re either spending, saving, giving or investing. I know that many of my Sugar Land clients are doing all four, which is always wonderful to see. The last one, investing, is the one I want to focus on today. I talk a great deal about climbing out of financial holes, but sometimes one of … Read More

Thinking Through Real Estate Investments In Sugar Land

Britz Financial Group’s Guide to Estate Planning for Digital Assets

Technology has certainly shifted our society over the last 15 to 20 years — you can see it right here in the Sugar Land area. So much so, that it’s time we discuss estate planning with a technological twist. Before we get there though, may I offer you this important reminder: the only “magic” we can do on a tax … Read More

Britz Financial Group’s Guide to Estate Planning for Digital Assets