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NOT SO FAST…

The stock market pulled back earlier this week after an inflation reading that came in hotter than expected. Year-over-year inflation (CPI) dropped from 3.4% to

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SECURE ACT 2.0

The SECURE ACT 2.0 was signed into law on December 29th, 2022 and included almost 100 rule changes that affect retirement planning, taxes and employer

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INVESTOR FATIGUE

Turning the calendar to 2023 brings with it optimism and hope for a fresh start in the New Year.  Unfortunately for the markets, there is

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ESTATE DOCUMENTS UP TO DATE?

Hi!  I’m Annie Hames, Financial Planner at Waterway Wealth Management.  I’m here to talk about your Estate Planning documents.  This is an uncomfortable conversation that

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COLD FRONT THEORY

October.  One of the best months in Texas, when thankfully, the summer officially ends, and fall is officially in.  This year more, than ever, it’s

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