#taxplanning Archives - Outlook Wealth Advisors

The One Big Beautiful Bill and You

On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy bill extends the 2017 tax cuts set to expire this…

Deena WatsonNovember 25, 2025

Family / Grandmother / mother / granddaughter / extended family / beneficiary

Estate Planning Investments Wealth

Estate Planning – Planning Inheritances for Your Children

Estate planning, inheritances, and passing on generational wealth should not be taken lightly. Generational Wealth Planning allows you to plan inheritances for children and grandchildren, plus prevents your assets from…

Deena WatsonOctober 1, 2025

Healthcare

Making Sense of HSAs and FSAs

With health insurance premiums rising 297% since 2000, averaging over $25,000 annually, people are feeling the squeeze. Deductibles, too, have jumped nearly 50% over the last decade, further increasing out-of-pocket…

Deena WatsonAugust 26, 2025

Symphony, Orchestra, musical instruments

Income Investments Taxes Wealth

Financial Instruments – A Symphony of Choices

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the…

Deena WatsonAugust 1, 2025

Estate Planning Investments Wealth

5 Emotional Roadblocks To A Successful Estate Plan

You’d be hard-pressed to find any family that would rather sit around the table discussing estate plans than go out to eat, enjoy the day outside, or do just about…

Deena WatsonJuly 1, 2025

Investments Wealth

#taxplanning

The One Big Beautiful Bill and You

Estate Planning – Planning Inheritances for Your Children

Making Sense of HSAs and FSAs

Financial Instruments – A Symphony of Choices

5 Emotional Roadblocks To A Successful Estate Plan

401(k) Hardship Withdrawals & Loans: What to Consider Before Accessing Your Funds

Taxes and Your Retirement – Spring

Taxes and Your Retirement – Lone Star College CyFair

Taxes and Your Retirement – Lone Star College Kingwood

Taxes and Your Retirement – Lone Star College Kingwood

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