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Entries by KMH Wealth

Planting Seeds

March 22, 2023

Spring is a time of growth and renewal. I always enjoy seeing our flower beds come back to life in the spring after a cold winter. One springtime tradition that my family has is to take a road trip to enjoy the Texas wildflowers in full bloom (and often some Texas barbeque). One of our […]

Keeping Things Rolling

March 8, 2023

As a mom of young children and a CERTIFIED FINANCIAL PLANNER™, a thought that’s always at the front of my mind is how to best set my children up for their futures, especially in regards to their education. Before my kids were walking, they all had a savings account. Personally, my husband and I selected […]

Who Can Be Claimed as a Dependent?

February 22, 2023

It is everyone’s favorite time of the year, right? Maybe not so much. As a tax preparer, I often get questions during this time from family and friends regarding their own personal tax returns. Questions usually stem from the idea of “getting something back”, or often sound something like, “I paid for this during the […]

RMD Status: It’s Complicated

February 8, 2023

“It’s Complicated” is a relationship status used on social media by people when their relationship is full of tension and they find themselves in a mixed state. With Valentine’s Day next week and the recent passing of the Secure Act 2.0, I made the association between this term and the current status of Required Minimum […]

Preparing for Tax Season

January 25, 2023

The holidays have passed, the calendar has turned to a new year full of resolutions. January is Financial Wellness Month for those of you that resolve to get your finances in order. One way to get a jump start on this initiative is to get your tax documents together to file later this month when […]

Up in the Air – One-Time Student Loan Forgiveness Program

January 11, 2023

In March of 2020, I was in my final semester of graduate school, preparing for midterms and anticipating what I had hoped to be a relaxing spring break. At this point, there were only small rumblings about the Coronavirus disease. I left campus for spring break, eager to return in a week to finish my […]

Thoughts About Family and Planning

December 28, 2022

As I write this column, all of our family has joined us out of town for the Christmas and New Year’s Day holidays. Four kids, two husbands, one fiancé, four dogs (plus our two dogs), two cats and maybe a partridge in a pear tree. No grandkids yet, and no pressure. We were married ten […]

Budgeting for Christmas

December 14, 2022

Christmas, to me, has always lent an opportunity to be merry, spread joy and spend time with both family and friends that I do not see on a regular basis. For my wife and I, this year will be extra special as is it will be our first Christmas as parents. We have been blessed […]

Hefty Medical Bills? Knowledge Pays

November 23, 2022

I’ve never had more to be thankful for this Thanksgiving – I have my whole family. Six weeks ago, I almost didn’t. My 4 year-old caught the flu last month and required a visit to our rural ER. Unbeknownst to us, he was in critical condition with a collapsed lung and a cascading list of […]

Veterans Benefits

November 9, 2022

With Veterans Day approaching, I’m reminded of the incredible commitment and sacrifice that our veterans give for our freedom. I am proud of my late father, a proud Marine, as well as my brother who served in the Air National Guard. These heroes, among many others, continue to provide our country freedom and security. There […]

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Latest Posts

  • Planting Seeds
  • Keeping Things Rolling
  • Who Can Be Claimed as a Dependent?
  • RMD Status: It’s Complicated
  • Preparing for Tax Season
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