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Sugar Land Office

19901 Southwest Freeway,

Sugar Land, TX 77479

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Tuesday, January 23, 2024

Emotional support animals (ESAs) are pets prescribed by a licensed mental health professional for those with disabling mental illness. While emotional support animals are commonly cats and dogs, any animal can serve in this capacity.

Tuesday, January 16, 2024

No one deserves to suffer harm. People with disabilities are especially vulnerable to abuse, neglect, and financial exploitation. However, there are legal measures that a person with a disability or their representative can take!

Tuesday, January 9, 2024

This month, let’s make protecting ourselves against scams a top priority.  We can significantly reduce the risk of being scammed by staying informed, being alert and careful, and safeguarding our accounts.

Thursday, January 4, 2024

Responsibilities of a Special Needs Trust Trustee For individuals with disabilities, an inheritance or settlement can jeopardize their government benefits, such as Medicaid and Supplemental Security...

Monday, July 24, 2023

Educational Options After High School for Special Needs Families- We highlight several educational experiences available after high school for your teen who learns differently. Do you have...

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Monday, May 15, 2023

We know the market has experienced some volatility lately, which may provoke some anxiety when you open your most recent statement. It can be hard to stomach seeing some red in your account! But don’t be alarmed – changes...

Monday, May 8, 2023

One way to measure "better" is the number of Standard & Poor's 500 companies that revise their earnings estimates prior to reporting earnings. As you can see in the accompanying chart, fewer companies have revised their estimates for Q12023

Friday, April 7, 2023

Many young adults are not only wayward financially, but also pessimistic about ever becoming wealthy. Could it be that our children just aren't getting the financial education they need?April is Financial Literacy Month. This is...

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...

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...