Jennifer Sicking Named Five Star Wealth Manager

by | Jul 24, 2012

Jennifer Sicking was awarded as a 2012 Five Star Wealth Manager and will be featured in the August edition of Texas Monthly (Dallas/Fort Worth region). Award candidates were evaluated against 10 objective criteria, such as client retention rates, client assets administered, and a favorable regulatory and complaint history. The resulting list of 2012 Five Star Wealth Managers is a select group, representing less than seven percent of the wealth managers in the Dallas/Fort Worth region. Jennifer would like to thank all of her clients for their loyalty and patronage.

Two Estate Planning Strategies to Help Protect Wealth

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A goal of estate planning is to maximize the wealth that is passed on to one’s heirs. In this video, we’ll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.

IRS Announces ERC Withdrawal Process

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Why the Cost of Customer Acquisition Is So Important

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IRS releases guidance on Roth catch-up contributions under SECURE 2.0

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Estate Planning after a Business Sale

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After selling a business, it is crucial to update your estate plan to align with your new financial situation. This article provides and overview of common strategies to consider.