Texan Wealth Management

04/11/2026

Pets are a tremendous part of the hearts and lives of so many. Many people will tell you that adopting a pet is one of the most joyful and satisfying things they have ever done. Whether you have pets in your life or are considering adopting one (perhaps you have several!), we want to wish you and your companions a happy National Pet Day!

04/05/2026

This Easter weekend, I’m reflecting on the grace, sacrifice, and unshakeable hope we have through Christ. I’m thankful for the opportunity to serve our community and help families build a future rooted in faith, purpose, and good stewardship.

Praying your Easter is filled with joy, rest, and the reminder that God’s love is always at work—renewing, restoring, and leading us forward.

04/03/2026

Today is Good Friday. Let us take a moment to reflect on the profound significance of this holy day. May it be a time of peace, of prayer, and of reflection.

Please note that some financial markets will be closed due to this sacred occasion.

04/01/2026

April Fools' Day is here again, and it's not only about pranks and practical jokes. It's a good time for a person to reflect on times when they might have felt a bit foolish. Maybe they made a decision that didn't turn out well, or a mistake that left them feeling low. The good news is that feeling like a "fool" is almost always a temporary situation if one can learn from the experience. Give yourself room to think and grow, and you might even learn to laugh at it all, in hindsight.

03/23/2026

As tax season gets underway, reports of tax-related scams tend to rise right along with it. Fraudsters often impersonate the IRS or state tax agencies via emails, texts, phone calls, or social media messages that appear official.

Common red flags include messages claiming a refund has been approved, warnings about unpaid taxes, or requests to “verify” personal or financial information. Government agencies generally do not initiate contact this way, and clicking links or sharing details can expose sensitive information.

Staying aware of these tactics may help reduce the chance of identity theft or fraudulent activity during filing season. If something feels off, it’s worth taking a moment to pause before responding.



Source:

The FTC is warning taxpayers to keep an eye out for phishing and smishing scams aimed at stealing tax refunds and personal data.

03/21/2026

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

03/17/2026

🍀 Happy St. Patrick's Day! 🍀

Let's celebrate the rich culture and traditions of Ireland with joy and gratitude. Whether you're wearing green, enjoying some Irish music, or cooking up a delicious Irish meal, may your day be filled with luck and happiness!

03/08/2026

International Women's Day is more than a date on the calendar—it's a reminder of the incredible impact women have every day. From leading businesses to nurturing families, creating art, driving innovation, and strengthening communities, women continue to shape our world in countless ways.

Today, let's pause to celebrate the women who inspire us, support us, and encourage us to keep moving forward.

03/07/2026

🌞⏰ Spring forward, everyone! It's that time of year again—Daylight Saving Time is here! Don't forget to set your clocks forward by one hour tonight. Enjoy the extra daylight and make the most of the longer days ahead! 🌼🌅

03/05/2026

Missed your first chance to sign up for Medicare during the initial enrollment period? The General Enrollment Period runs each year from January 1 to March 31.

This window is for people who didn’t enroll when they were first eligible. If that’s you, now’s the time to take a closer look.

For full details on eligibility and enrollment, visit Medicare.gov.

03/04/2026

The IRS announced adjustments for 2026, which address a few key areas:
https://www.irs.gov/newsroom/401k-limit-increases-to-24500-for-2026-ira-limit-increases-to-7500

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? My office has 2026 tax resources that you may find helpful.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy.

03/02/2026

🚀 Big News for Your 2026 Retirement Plans! 🚀

The IRS announced new contribution limits for 2026 in November, and there's a lot to look forward to! Here's a quick breakdown:

🔹 401(k), 403(b), 457 Plans & TSP: Contribution limit increased to $24,500 (up from $23,500 in 2025). If you're 50 or older, you can contribute up to $32,500 annually!

🔹 IRA Contributions: Limit increased to $7,500. Catch-up contributions for those 50 and older are now $1,100.

🔹 Roth IRA & Saver’s Credit: Income phase-out ranges have increased, making it easier to qualify and maximize your savings.

🔹 SIMPLE Accounts: Contribution limit up to $17,000, with higher limits for certain accounts.

🔹 Medicare Part B: Monthly premiums will rise to $202.90, impacting how much of your Social Security COLA you'll see.

Stay up-to-date with details about your retirement savings! For full details, check out Notice 2025-67 on the IRS website.

With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.



Sources:
IRS.gov, November 13, 2025
CNBC, November 17, 2025