Goodman Financial

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

05/18/2026

Goodman Financial was proud to sponsor the CCA Texas Redfish Bay Chapter Annual Banquet last month at the Aransas Pass Civic Center.

The Redfish Bay Chapter of the Coastal Conservation Association (CCA) Texas is dedicated to the conservation of our coastal marine resources, protecting habitats, and supporting the next generation of Texas anglers.

Here's to healthy bays, thriving fisheries, and great evenings on the Texas coast!

05/15/2026

Last week, our team at Goodman Financial had the opportunity to show our appreciation by providing breakfast for the incredible teachers at Presbyterian School of Houston!

Thank you for all that you do and for the countless hours of dedication, care, and hard work you put into supporting and inspiring students each day. We are grateful for the impact you make in our community!
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05/13/2026

Are your retirement accounts working against you at tax time?
Our Senior Financial Advisor, Diana Castro, CPA, CFP®, breaks down the key rules, risks, and planning strategies every retiree should know about Required Minimum Distributions - before they become a costly surprise. Read more:

Required Minimum Distributions (RMDs) introduce a new set of rules once the owner of a retirement account reaches a certain age. While the concept is simple,

05/11/2026

We were proud to sponsor the UH Coog Moms Spring Social & Co****le Tournament! It was a great day celebrating an incredible organization that supports UH students through programs, scholarships, and community initiatives. We love being a part of events that bring the Cougar community together for a great cause!

05/08/2026

Join our Chief Investment Officer, Robin Kollannur, CFA, and Associate Portfolio Manager, Ben McCue, CFA, for April's Market Commentary as they break down what's driving the market, rising energy costs from the Iran crisis, and what a solid U.S. earnings season means for investors.

The Iran crisis and high oil prices did not rattle investor confidence in the Artificial Intelligence (AI) trade in April. Led by the Information Technology