Goodman Financial

Is your tax strategy quietly working against you?

Morgann Zimmer, CFP®, Director of Financial Advisory Services, breaks down nine common tax pitfalls that slowly erode wealth for high-income individuals - from underutilized tax-advantaged accounts and overlooked employer benefits to inefficient charitable giving and poor equity compensation. planning.

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The Tax Pitfalls That Slowly Erode Wealth for High-Income Individuals - Goodman Financial High-income earners often have complex financial lives. Multiple investment accounts, business interests, stock compensation, real estate holdings, and

Giving back, one sandwich at a time!

Our team had an incredible day volunteering with Kids' Meals, Inc., a nonprofit dedicated to ending childhood hunger by providing free, healthy meals to preschool-aged children in need. Together, we made 3,820 sandwiches to help feed children across Houston, supporting their mission of ensuring no child goes hungry.

We’re proud to support such an impactful organization and grateful for the opportunity to serve!

Join our Chief Investment Officer, Robin Kollannur, CFA, for May's market commentary as he reviews another strong month for stocks, the surge in AI-related companies, and the risks investors should be watching in the months ahead.

May 2026 Market Commentary - Goodman Financial The markets continued to shrug off the fluctuations of the Iran crisis and rallied around strong corporate earnings and traction in the

Conversations about money can be difficult, especially between aging parents and their adult children. But avoiding them can create confusion, stress, and rushed decisions when important financial matters arise.

Diana Castro, CPA, CFP®, Senior Financial Advisor, discusses how families can navigate financial conversations, determine when to involve adult children, and improve clarity around financial responsibilities, key documents, and long-term plans. Read More:

Planning Together: Financial Clarity for Aging Parents and Their Adult Children - Goodman Financial Money remains one of the last taboo subjects in many families. Some avoid it out of discomfort. Others fear appearing uninformed, inviting judgment, or

Saving for college is about balancing growth, flexibility, and financial aid strategy - and the right combination of tools can make all the difference. Our Financial Planner, Isabella Gomez, breaks down how 529 plans and Roth IRAs work together, what the 529-to-Roth rollover means for families with leftover funds, and the mistakes Texas families should avoid along the way.
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Tax-Optimized Strategies to Save for College: 529 Plans, Roth Rollovers, and Avoiding Common Mistakes - Goodman Financial College costs aren't slowing down, and most families face the challenge of funding higher education without jeopardizing long-term financial goals. The good

Today is a day to remember our fallen service members for their ultimate sacrifice. Happy Memorial Day!

Goodman financial was a proud Diamond Sponsor for Houston CPA Society's S.T.A.R.S. Conference earlier this week at the Houston Marriott Sugar Land.

A special thank you to everyone who attended our Chief Investment Officer, Robin Kollannur CFA's, "Financial Markets Update" session and stopped by our booth! It was a pleasure connecting with so many accounting and tax professionals throughout the conference.

An inheritance can be a meaningful financial opportunity, but it also brings complexity, emotion, and important decisions that require careful planning.

Morgann Zimmer, CFP®, Senior Financial Advisor, shares what to consider before wealth changes hands: understanding tax treatment of inherited assets, navigating inherited IRA rules, avoiding common mistakes, and integrating an inheritance into your broader financial plan. Read more:

Preparing for an Inheritance: Financial Planning Considerations Before Wealth Changes Hands  - Goodman Financial An inheritance can be a meaningful financial opportunity, but it also brings complexity, emotion, and responsibility. Whether you expect to inherit modest

Goodman Financial was proud to sponsor the CCA Texas Redfish Bay Chapter Annual Banquet last month at the Aransas Pass Civic Center.

The Redfish Bay Chapter of the Coastal Conservation Association (CCA) Texas is dedicated to the conservation of our coastal marine resources, protecting habitats, and supporting the next generation of Texas anglers.

Here's to healthy bays, thriving fisheries, and great evenings on the Texas coast!

Last week, our team at Goodman Financial had the opportunity to show our appreciation by providing breakfast for the incredible teachers at Presbyterian School of Houston!

Thank you for all that you do and for the countless hours of dedication, care, and hard work you put into supporting and inspiring students each day. We are grateful for the impact you make in our community!
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