Broker Check

Sugar Land Office

19901 Southwest Freeway

Sugar Land, TX 77479

Blog

Wednesday, March 29, 2023

Small businesses are the backbone of the American and global economies. In fact, over 99% of American firms are small businesses, and there are currently around 400 million small businesses worldwide.1March 29 is a day that we...

Tuesday, March 7, 2023

Children with Special Needs and Divorce: What a Texas Parent Needs to Know-- a key takeaway from today's webinar regarding child support

Wednesday, February 1, 2023

Every February, Americans celebrate Black History Month. This year, we invite you to join us in remembering the accomplishments of Black citizens, past and present, which are an integral part of American history.Whether it’s the...

Friday, January 6, 2023

The person who first said “Don’t put off until tomorrow what you can do today,” didn’t understand the benefits of tax-deferred investing. This option allows you to defer paying taxes on investment returns until...

Monday, January 2, 2023

The New Year means taking a new look at our finances. The most important thing to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last...

Show All

Friday, December 23, 2022

May the spirit of the season fill you and your loved ones with joy, and may your celebrations be warm, merry, and bright!-- From all of us at Consolidated Planning Group

Friday, December 16, 2022

If you’re wondering if estate planning is right for you, it’s important to know it’s not just for the wealthy. Even people with modest assets need a written plan. And right now is a great time to take the next step...

Friday, December 9, 2022

Despite progress toward financial planning and saving, women often face challenges regarding their financial security. These challenges can include more time away from the workforce (often caring for children or for parents), the...

Thursday, December 8, 2022

Hello CPG Families! We're taking on a new platform, and ready to rock & roll with our PODCAST!We produce our educational webinars two to four times a week, and they are always focused on topics that will be helpful for families with...

Wednesday, December 7, 2022

We wanted to advise you about a few year-end housekeeping items for opening a new ABLE account or contributing to your existing ABLE account!As a reminder, an ABLE account is organized under the IRS guidelines 529A. An ABLE...

Friday, December 2, 2022

The holidays are upon us which means the inevitable increased spending on gifts, travel and festive activities. While it’s nearly impossible not to spend more during these next few weeks, the less credit card debt accumulated...

Friday, November 25, 2022

Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to...

Monday, November 21, 2022

November brings the season for giving thanks, a time when Americans pause, reflect and count our blessings. It’s also an important month when we remember our veterans and their families. Since 1954, November 11th has been...

Friday, November 18, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Friday, November 11, 2022

Our deepest gratitude goes out to all the veterans today for the service they give and/or gave for our country. Happy Veterans Day and thank you!

Tuesday, November 8, 2022

Today's webinar was focused on Educational Options After High School for Special Needs Families, and I wanted to highlight one key takeaway that applies to ALL families. Whether your child has some special needs or not, you need...

Monday, November 7, 2022

Happy November. As we move into the season of giving thanks, we can all feel thankful for a bit of good news about the markets. Stocks soared during October, with value stocks outperforming growth as earnings season kicked into high...