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New Tax Laws 2021
Originally published on jewishobserver.org October 29, 2021 “Nothing is certain except death and taxes.” - Ben Franklin 1789 “It’s tough to make predictions, especially about the future.” - Yogi Berra Both Ben and Yogi are correct. As we approach the end of 2021,...
The Effect of Parent Care on Financial Plans
BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer | (601) 707-0008 Financial planning is a multi-disciplinary profession that follows a prescribed process of identifying the financial and aspirational goals of individuals and families and outlining a...
How a Financial Planner Can Lead You Down the Right Path to Retirement
BY: Kenny Brown, Jr, MBA Senior Vice President, Chief Operating Officer, AmeriTrust | (918) 610-8080 This Forbes article paints a picture of two different paths for retirees in America. Some are thriving financially, saving money even in retirement,...
Navigating the Implications of the Ways and Means Committee’s Tax Bill for Individuals and Families
The House Ways and Means Committee’s proposed legislation released Monday, September 13th, has major implications for individuals and families in higher tax brackets. While many of the specifics don’t go as far as the hikes President Biden was seeking, there are...
Three Books to Help Achieve Personal Financial Independence
When discussing money and finances with clients, I get personal. I want to know their goals so I can help achieve them. I also share insights about investing and financial planning, often highlighting articles and books, to provide them with useful perspectives about...
Financial Planning Tips for Time-Crunched Physicians
BY: Kenny Brown, Jr, MBA Senior Vice President, Chief Operating Officer, AmeriTrust | (918) 610-8080 Physicians are required to diagnose and treat a wide variety of complex health issues in addition to helping care for their families, but it puts time constraints on...
How to Make the Greatest Impact With Charitable Donations
We’ve all been affected by the upheaval of this last year in one way or another. For some individuals, it’s been a time of reflection and reevaluation of our personal priorities. As I’ve interacted with clients over the past 12 months, a common theme of our...
What to Do When You’ve Inherited Mineral Assets
BY: DAVID SMITH Business Development Officer, Argent Mineral Management (318) 251-5854 For families who own land in oil-producing areas like Texas, Oklahoma and Louisiana, leasing the rights to their mineral assets can produce a long-lasting financial windfall. With a...
What Role Should Your Children Play in Your Business Succession Plan?
A well-structured business succession plan covers a lot of ground: taxes, trust strategies, market valuations and much more. But some of the trickiest issues involve something much closer to home: your kids. What makes sense and what’s fair? Originally published...
Newly-hired Fort Worth Mineral Manager Talks Trends in the Industry, Future Oil and Gas Outlook-Travis Gist
A new Fort Worth-based mineral management leader said his outlook is positive for the oil and gas industry after a rough 2020. Travis Gist, who was recently hired to lead Argent Financial Group's mineral management division in Fort Worth, as more private equity firms...