Resources

The Financial Perils of Old Age

Failing to properly plan for the costs associated with aging can have dire consequences for the retirement you envision. Larry Swedroe unpacks a resource to help investors navigate the many financial aspects of elder and long-term care. In planning for retirement, most people—and their advisors—consider issues such as: How much savings will be needed to…

5 Steps to Maximize Your Workday 

Tim Maurer lays out the ways you can sidestep interruptions and productivity detours by focusing your time and energy on doing the work you do best when you’re at your best. Being busy doesn’t necessarily mean you’re getting work done — or doing doing it well. Tim Maurer lays out the ways you can sidestep…

ENERGY STAR Sales Tax Holiday

You can buy certain ENERGY STAR energy-efficient products tax-free during the annual Texas ENERGY STAR Sales Tax Holiday.  There is no limit on the number of qualifying items you can buy, and you do not need to give the seller an exemption certificate to buy items tax free.  Click Here for more details on the…

Swinging for Smiles

EAT. RELAX. & HAVE FUN! For the first time ever, TDASF is hosting Swinging for Smiles in conjunction with the TDA Meeting. The event will take place on Wednesday, May 2 from 7-10 pm at Topgolf San Antonio. Included with all ticket purchases are two hours of Topgolf play, beer and wine, appetizers, dinner, prizes,…

Bland Garvey at NTFB

Friday, January 12, 2018 Bland Garvey employees participated in our annual volunteer day at the North Texas Food Bank, packing 13,275 meals.   Bland Garvey has been volunteering at NTFB since 2008.  In the past NTFB has expressed a need for volunteers January – March.  This year we answered the call, moving the day from its…

How tax overhaul would change business taxes

The tax reform bill that Congress is expected to vote on this week contains numerous changes that will affect businesses large and small. The Tax Cuts and Jobs Act, H.R. 1, would make sweeping modifications to the Internal Revenue Code, including a much lower corporate tax rate, changes to credits and deductions, and a move…

What the tax reform bill means for individuals

Want to know how the the proposed tax plan will affect you? The Tax Cuts and Jobs Act, H.R. 1, agreed to by a congressional conference committee on Friday and expected to be voted on by both houses of Congress during the week of Dec. 18, contains a large number of provisions that would affect…

Cyber Security Resources

Need help with Cyber Security? We compiled a list to make it easier to navigate. Click the links below to learn more. Password Management Software Dashlane | Sticky Password | Password Genie | My1Login | Password Box Credit Monitoring TransUnion | Equifax | Experian ID Theft Protection AllClear ID | Identity Guard | Identity Force | LifeLock National Cyber Security Alliance www.staysafeonline.com Federal Trade Commission www.identitytheft.gov Electronic Crimes Task Force www.secretservice.gov/field_offices.shtml Victims of…

Richardson Chamber Golf Classic

Come out to the Richardson Chamber Golf Classic today. Bland Garvey will be at hole #15 with the air cannon. Just how far can that golf ball go? The 28th Annual Golf Classic won’t be your father’s tournament… by a long shot!  We aim to change your concept of just what a scramble tournament is…

High Cost of Shorting and Overvalued Stocks

Short-sellers play a valuable role in keeping market prices efficient, which is important to the efficient allocation of capital. Larry Swedroe unpacks new research into high shorting costs and overvalued stocks. The U.S. equity lending market, essential for short-selling, has more than $1 trillion in market capitalization on loan, and it accounts for more than…

Equifax Data Breach: What You Need to Know

On Friday, Equifax, one of the major credit reporting bureaus, issued a press release announcing that on July 29 it had discovered “unauthorized access” to data belonging to as many as 143 million U.S. consumers. We have compiled some information that we hope may help you understand what happened and what to do next. As…

Tax Relief for Victims of Hurricane Harvey in Texas

Victims of Hurricane Harvey that took place beginning on Aug. 23, 2017 in parts of Texas may qualify for tax relief from the Internal Revenue Service. The President has declared that a major disaster exists in the State of Texas. Following the recent disaster declaration for individual assistance issued by the Federal Emergency Management Agency,…

White House calls for significant tax cuts and other tax reforms

President Trump on April 26th, just before his “100 days” in office, unveiled his highly-anticipated tax reform outline –the “2017 Tax Reform for Economic Growth and American Jobs.” The outline calls for dramatic tax cuts and simplification: lower individual tax rates under a three-bracket structure, doubling the standard deduction, and more than halving the corporate…

Treasury to review/re-evaluate tax regulations

The Treasury Department is to undertake a review and re-evaluation of tax regulations issued by the IRS since January 1, 2016. President Trump signed an Executive Order 13789 (“Identifying and Reducing Tax Regulatory Burdens”) ordering this action on April 21. Following its review and re-evaluation, the Treasury Department will make recommendations. Tax regulations The IRS…

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