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The Balance

The newsletter that isn't terrible

Sarah Around Town


It is officially Spring here in Houston and last week was Spring Break for many of us.

What, you may ask, did I do for Spring Break?

Nothing.

That is to say, I did not jet off to a beach destination or spend the week by the pool.

I worked a little and rested a lot.

It's easy to get wrapped up in hustle culture. "Work hard, play hard" and all that.

But there is great value is resting.

Really resting.

Resting not just the body but the mind and heart.

I choose to rest so that when I must work I can do so with a body that is resilient, a mind that is fresh, and heart that is open.

Yes, it's good for me. But it's also good for you.

Letting myself burn out benefits no one. So I will rest where I can and return to you a better, more engaged Financial Advisor.

My hope is that you will do the same for yourselves.

Wealth Management 101

Do I Need an IRA?

March 2024

Around early April, we get at least one or two incoming phone calls from people who want to set up and fund an IRA account right before the tax filing deadline because their CPA told them they needed one for tax purposes.

In the spirit of the season (and with the hope that you won’t wait until 24 hours before the deadline to act), I’m going to outline the what, why, and how of IRAs so you can decide now if you need one.

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Foxy Finances

Foxy Finances

If you haven't funded your IRA for 2023, you may still have time.

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