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Kingwood, TX

Helpful Tips

holiday decorating tips

Translate your decorating trends into your holiday decor. 

Well, it’s that time of year again!  If you’ve been out and about in the retail stores, you know that the holidays are creeping around the corner.  Already among the Halloween tricks and treats are your decorations for fall harvest:  pumpkins, gourds and botanicals in your favorite autumn colors.  Sitting discreetly on the shelves, waiting for the perfect moment to make their entrance, are boxes upon boxes of holiday lights and ornaments.  And you know, that as soon as the ghoulish displays are cleared, the Christmas trees seem to pop up out of nowhere.

tax planning

As with the start of every New Year, some key financial planning opportunities will be available to all investors beginning in 2010.  One opportunity that has not received nearly as much press as others is the upcoming changes in the Roth IRA rules. 

back to school

It’s August and you and your kids are counting down the days until school begins again. Start the year off right with some easy steps to prepare for the first day. A little preparation goes a long way throughout the school year.


It is time to schedule all those back to school doctor, dental and eye glass appointments. It can take up to 2 weeks so call now for the best time. Many athletic departments require physicals and it is important to have an updated immunization record. Be proactive and get these dates on your calendar. Schedule other groom essentials like haircuts and more too!

finding a financial planner

The time and research you should put in to finding a financial planner is no different than the time and research you should put into finding a good family doctor. You are looking for someone you can trust and guide your financial health, after all. But how should you start your search? According to the National Association of Securities Dealers (NASD) there are no fewer than 69 different financial credentials that you may run into. This article will attempt to help you narrow down your search before you even pick up the phone and start calling prospective planners.

financial planning for couples

Dad mows the yard, cooks all the meals, and handles all repair jobs. Mom does all the grocery shopping, is in charge of taxiing the kids to their ‘practice du jour’, and takes care of the laundry.

Division of household duties such as these sounds all too common these days. In most cases, the handling of family finances falls to a particular spouse as well. However, when it comes to the family finances, it is imperative that both spouses play a role. If not, the result could be a devastating blow when a spouse is left to pick up the pieces.

Remember those days in kindergarten when your day was brimming with consistency? You knew the day began with Circle Time, followed by Center Time, then Recess and Snack. With each day you anticipated what was expected and you worked hard at each activity. Having a schedule helps us be more productive with our time and energized in our efforts. There are many ways to implement structure in our day.

Tips for Building a Family Team

Sometimes it takes a fresh perspective for us to improve our quality of life! What would you think of using business strategies to simplify your home, as well as feel more productive? Think of yourself as the Family Manager™ who creates a team. Working together, your family can create and adopt “House Rules” and “Standard Operating Procedures."

Six Simple Solutions to keep you Sane every Season!

Do things seem more complicated than ever?  Rather than joy and anticipation, are you feeling overwhelmed at the thought of the new year and all it will bring? Start the year with simple organizing solutions to create order and balance in your life. 

The Kingwood Connection
is a publication of:

Legacy Marketing Services
P.O. Box 5985
Kingwood, TX 77325

(281) 305-9157


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