Goodman Financial

06/15/2026

We're proud to be a sponsor of Houston CPA Society and even prouder to see our own Diana Castro, Senior Financial Advisor, join the Board of Directors for 2026-2027!

Congratulations, Diana! We're grateful to have you on our team and appreciate all that you do for our clients and community.

We are proud to welcome Diana Castro as a Director on the 2026–2027 TXCPA Houston Board of Directors.

Thank you for your commitment to our organization and members.

06/12/2026

What an incredible evening at the 71st Annual Alumni Awards! Goodman Financial was honored to serve as the Official Wealth Management Sponsor of the University of Houston Alumni Association and to celebrate the outstanding Cougars recognized at this year's gala.

Congratulations to this year's distinguished honorees!

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This testimonial was provided by a current client of Goodman Financial Corporation. This client was compensated for this testimonial via a paid corporate sponsorship. A material conflict of interest exists since this client was compensated for providing this content

06/10/2026

Is your tax strategy quietly working against you?

Morgann Zimmer, CFP®, Director of Financial Advisory Services, breaks down nine common tax pitfalls that slowly erode wealth for high-income individuals - from underutilized tax-advantaged accounts and overlooked employer benefits to inefficient charitable giving and poor equity compensation. planning.

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High-income earners often have complex financial lives. Multiple investment accounts, business interests, stock compensation, real estate holdings, and

06/08/2026

Giving back, one sandwich at a time!

Our team had an incredible day volunteering with Kids' Meals, Inc., a nonprofit dedicated to ending childhood hunger by providing free, healthy meals to preschool-aged children in need. Together, we made 3,820 sandwiches to help feed children across Houston, supporting their mission of ensuring no child goes hungry.

We’re proud to support such an impactful organization and grateful for the opportunity to serve!

06/05/2026

Join our Chief Investment Officer, Robin Kollannur, CFA, for May's market commentary as he reviews another strong month for stocks, the surge in AI-related companies, and the risks investors should be watching in the months ahead.

The markets continued to shrug off the fluctuations of the Iran crisis and rallied around strong corporate earnings and traction in the

06/03/2026

Conversations about money can be difficult, especially between aging parents and their adult children. But avoiding them can create confusion, stress, and rushed decisions when important financial matters arise.

Diana Castro, CPA, CFP®, Senior Financial Advisor, discusses how families can navigate financial conversations, determine when to involve adult children, and improve clarity around financial responsibilities, key documents, and long-term plans. Read More:

Money remains one of the last taboo subjects in many families. Some avoid it out of discomfort. Others fear appearing uninformed, inviting judgment, or

05/27/2026

Saving for college is about balancing growth, flexibility, and financial aid strategy - and the right combination of tools can make all the difference. Our Financial Planner, Isabella Gomez, breaks down how 529 plans and Roth IRAs work together, what the 529-to-Roth rollover means for families with leftover funds, and the mistakes Texas families should avoid along the way.
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College costs aren't slowing down, and most families face the challenge of funding higher education without jeopardizing long-term financial goals. The good

05/25/2026

Today is a day to remember our fallen service members for their ultimate sacrifice. Happy Memorial Day!

05/22/2026

Goodman financial was a proud Diamond Sponsor for Houston CPA Society's S.T.A.R.S. Conference earlier this week at the Houston Marriott Sugar Land.

A special thank you to everyone who attended our Chief Investment Officer, Robin Kollannur CFA's, "Financial Markets Update" session and stopped by our booth! It was a pleasure connecting with so many accounting and tax professionals throughout the conference.

05/20/2026

An inheritance can be a meaningful financial opportunity, but it also brings complexity, emotion, and important decisions that require careful planning.

Morgann Zimmer, CFP®, Senior Financial Advisor, shares what to consider before wealth changes hands: understanding tax treatment of inherited assets, navigating inherited IRA rules, avoiding common mistakes, and integrating an inheritance into your broader financial plan. Read more:

An inheritance can be a meaningful financial opportunity, but it also brings complexity, emotion, and responsibility. Whether you expect to inherit modest