Luke Jander- Financial Professional

Member Spotlight: Luke Jander with The Fitzpatrick Group. Luke joined the chamber shortly after starting at The Fitzpatrick Group and quickly became involved. He is a part of the ambassador Committee and the chair for the upcoming Economic Forecast Luncheon. Being able to be a part of such an amazing community has been a huge blessing both in his business and personally. While not at work or at chamber events, Sydney and Luke enjoy being outdoors, playing tennis, or going on walks as well as being members at The Houston Zoo. Learn more about Luke: https://heightschamber.org/luke-jander/

"If you have all of your retirement savings in 401(k) plans or IRAs, all of the money you withdraw from those accounts will likely be taxable"

Figuring out how much money you need in retirement is not an easy task. Doing that becomes even harder when you don't know how much you'll owe in taxes. Finding the right strategy for you to avoid future tax liabilities can save you from future worries. If you want to learn more about these strategies, shoot me a message!

10 Retirement Tax Surprises To Prepare For A lot of planning goes into a successful retirement strategy. In addition to saving enough to fund your retirement, you'll have to consider things like medical and long-term care planning, where you...

Yesterday we held Planning Day and reflected on the growth and success of 2021. Then, we planned, strategized, and looked at the exciting opportunities that 2022 will bring! This team is unstoppable and we look forward to our next 🔥

We had a wonderful time at The Nutcracker on Friday! 🎭 We love celebrating the holidays with the team, and we wish you a happy holiday season! 🎄

"Tax-deferred: These include accounts like traditional IRAs, 401(k)s, and 403(b)s... Many operate under the misconception that deferred means they do not have to pay any taxes, and they are later shocked by the dent it puts in their income."

Knowing how your money will be taxed now and in the future is one of the most important parts of saving for retirement. Without being certain of your future tax rate, how can you be sure you have saved enough?

Learning about different strategies that could be right for you can lead to far more spendable dollars in the future just by avoiding future tax increases.

Taxes In Retirement: Three Tax Planning Tips How to plan ahead and reach your retirement goals.

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As we continue into Life Insurance Awareness Month, everyone should take a look at the top misconceptions about life insurance.

Life insurance is an important piece inside your financial portfolio. Finding out what is right for you and your family can be simple but it is important to make sure you know what you are getting. If you want to make sure you and your family are protected please reach out!

"When you’re in your 20s, retirement saving may not be the first goal on your financial checklist — if you even have one.

Yet starting to save for retirement as early as possible can set you up for success in the long-term."

Retirement may seem like a lifetime away for people in their 20's but the habits you create today will stick with you for a lifetime. Creating good saving habits and educating yourself on how to be efficient with your money can save you countless headaches down the road. If you want to learn about different strategies and how to create good habits around savings, please reach out!

Here's why it's smart to start saving for retirement when you're in your 20s "Most people that I sit down with always say 'I wish I started sooner,'" said Tess Zigo, a certified financial planner at Emerge Wealth Strategies.

We can help. Learn how to save money efficiently AND effectively.