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Blog

Jeff Green | May 7, 2025

Money and Marriage: Creating an Updated Financial Plan as an Empty-Nester Couple

For many couples, the transition from parenting young children to becoming empty-nesters is both exciting and challenging. While the idea of having more time

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Jeff Green | Apr 17, 2025

529 Plans vs. Trusts: Which College Funding Option Is Best for Your Family?

For families looking to fund a child’s or grandchild’s education, two popular options often come up: 529 plans and trusts. While both can be effective ways to

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Jeff Green | Apr 10, 2025

Honored To Receive Forbes Best-in-State Wealth Advisor Again

I'm excited to share with you that I have been named a 2025 Forbes Top Best-in-State Wealth Advisor for Texas.

This recognition, developed by SHOOK Research

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Jeff Green | Apr 1, 2025

How to Pass Down Wealth Without Ruining the Next Generation’s Work Ethic

After 25 years of working with affluent families in Houston, I’ve seen firsthand how wealth can be both a blessing and a burden. Parents and grandparents want

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Jeff Green | Mar 4, 2025

The Power of Mentorship: Building the Next Generation of Financial Advisors

When I reflect on my own career, I think of the mentors who shaped me—those who invested in my growth, challenged my thinking, and helped me navigate the

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Jeff Green | Mar 4, 2025

Retirement Rules To Ignore: Outdated Advice You Don’t Have to Follow

We’ve all heard the familiar advice passed down through the generations: "Save 10% of your income," "Pay off your mortgage before you retire," or "Live frugally

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Jeff Green | Feb 3, 2025

The Impact of Inflation on Your Retirement Strategy: How to Stay Ahead of Rising Costs

As anyone who’s been around for a few decades knows, one of life’s few certainties is change—especially when it comes to finances. And in recent years

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Jeff Green | Feb 3, 2025

Money Conversations Every Couple Should Be Having in Their 50s

As a financial advisor with over 25 years of experience, I’ve had the privilege of helping countless couples navigate their financial journeys. And while the

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Lauren Smith | Jan 7, 2025

7 Financial Habits To Adopt After Big Life Changes To Re-Build Your Wealth

Big life transitions, like widowhood or divorce, can feel overwhelming, but they also present an opportunity to reset and regain control of your financial

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Jeff Green | Jan 7, 2025

10 Often Overlooked Ideas That Could Transform Your Finances

At this time of year, I’m sure you’re seeing a lot of articles about setting resolutions, making financial plans and starting the year off on the right foot. I

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Jeff Green | Jan 6, 2025

How To Start Building Generational Wealth This Year

As we step into the new year, many business owners and families who have built significant wealth are reflecting on the legacies they wish to leave behind. (And

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Jeff Green | Dec 2, 2024

The End-of-Year Tune-Up: Evaluating Your Financial Advisor’s Performance

As the year winds down, it’s the perfect opportunity to reflect on your financial goals and evaluate your relationship with your financial advisor. Whether you

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