Blog
How to Stop Worrying by Aurelia Weems
There are so many things in our modern world that are true causes for concern. Whatever your politics, the atmosphere in Washington is tense. There is unrest across the culture, and a sense that many of the things that we have grown to rely upon aren't nearly as...
What Is Estate Planning? Six Good Reasons Everyone Should Have An Estate Plan In Woodlands
There comes a point when you hear news such as we all saw unfold over the weekend in London (and earlier in the week in Manchester, UK), and it's tempting to just go numb. It feels like survival, during these crazy times. But I'm fighting to care, and not just tune...
Millennials In Woodlands Workplace
Memorial Day is behind us, and our lives move forward. Mere words, even a full day of memorializing cannot measure the worth and honor due to our fallen service men and women. For many of us, a 3-day weekend ushers in the summer ... and maybe that's because the task...
Weems’ Guide To Keeping Financial Records
The other day, the New York Times ran a story that spoke to one of my favorite topics: keeping our minds clear. The subject was the seemingly-endless barrage of news stories about the current administration, and the challenges of navigating your mind to be free of it...
Dreaming Big Must Come Before Financial Planning by Aurelia Weems
You'd probably be surprised if you sat in on some of the meetings I have with some of my tax planning and preparation clients. This is by no means the majority of my clients, but there is certainly a good subset of people who have piled away a ton of financial...
How To Buy Happiness In Woodlands
Not a huge amount of "tax news" these days ... we're watching Congressional movement on tax reform, Obamacare, etc. but right now, it's all mostly just talk. But that's politics, I suppose. Which is a good argument for not diving too deeply into it. Now ... moving to...
Aurelia Weems’ Three Ways To Live Out Your Retirement Lifestyle In Advance
First off, now that May is upon us, we're moving into a different mode. We have a few clients on extension (and with whom we will continue to correspond), but our attention is now more turned to other matters: tax planning (more about that soon), working with...
Tax Freedom Day And Amended Tax Returns For Woodlands Taxpayers
When I say, "3.5 months of labor," I'm not actually referring to the work we do here in our Woodlands tax office on behalf of our clients. (Frankly, we work the entire year so that these past few months would NOT be as crazy as they might otherwise be.) Nope, I'm...
The First Thing You Need To Do
Set it as your personal goal to increase (or start) your household money moving in these directions: