Andre + Associates, PC’s Nine Key Questions That Could Affect Your 2019 Tax Bill

Well, here we are into December, the final month of 2019 — and the final month of this DECADE. A lot sure has changed, for you, for me, and for the world. But before we wax too retrospective, let's sit where we are for a bit. The December holidays are upon us. And it's also the time for another kind … Read More

Keith AndreAndre + Associates, PC’s Nine Key Questions That Could Affect Your 2019 Tax Bill

How North Central Texas Taxpayers Can Avoid Fake Charities

Is the holiday season indeed "the most wonderful time of the year"? One could make a strong argument. However, for every gift we receive there are 10 or so emails asking us to give to a cause. Whether online or via snail mail, charitable organizations capitalize on the season's tax-reducing giving benefits. No one can blame these organizations — it's … Read More

Keith AndreHow North Central Texas Taxpayers Can Avoid Fake Charities

A Trusted North Central Texas Professional’s Thoughts For Your 2019 Taxes

November is a wonderful start for holiday season with several traditions to match: pumpkin-spiced everything, no-shave November (apologies to those spouses affected), watching football and of course … Thanksgiving. Sorry to poke my accountant's green shades into all those festivities, but it also happens to be a perfect time to strategize. (Add that to your new November "traditions" list.) We're … Read More

Keith AndreA Trusted North Central Texas Professional’s Thoughts For Your 2019 Taxes

Andre + Associates, PC’s Tips For Using Credit Cards And Avoiding Credit Card Debt

Do you remember that old Visa commercial? It had quite a run during sporting events about a decade ago … everything in the restaurant/market is running smoothly — chefs are shipping up meals, customers are moving in an orderly fashion, credit card payments are keeping the line short, and then… …the main character pulls out his wallet, thumbs for some CASH … Read More

Keith AndreAndre + Associates, PC’s Tips For Using Credit Cards And Avoiding Credit Card Debt

Andre + Associates, PC’s Guide for Lending Money to Family Members

Family can take so many different forms these days, whether it's biological or otherwise, but for a certain segment of my North Central Texas clientele, there is a particular privilege that might kick in this week: The parent tax. If you have children, what better way to teach them about the realities of our taxation system than by skimming 25% … Read More

Keith AndreAndre + Associates, PC’s Guide for Lending Money to Family Members

Andre + Associates, PC’s Rules of Thumb for Life Insurance

Autumn is here, and in some parts of the country, apparently that already means snow… Weather is a close second to "life" in terms of unpredictability. So I think that means two things: You should always carry an umbrella. Your life insurance policy should be clear and up-to-date. Today, we're going to focus on that second item and how life … Read More

Keith AndreAndre + Associates, PC’s Rules of Thumb for Life Insurance

Andre + Associates, PC’s Three Keys To Get Out of Debt

The World Series is here, football seasons are in full swing, school is deep in session, and the weather is shifting for sure. Fall has a way of running along faster than we realize. It's kind of like our financial picture: things can change REAL fast, and before you know it, we're buried under a pile of something that we'd … Read More

Keith AndreAndre + Associates, PC’s Three Keys To Get Out of Debt

Thinking Through Real Estate Investments In North Central Texas

When it comes to your money, you're either spending, saving, giving or investing. I know that many of my North Central Texas clients are doing all four, which is always wonderful to see. The last one, investing, is the one I want to focus on today. I talk a great deal about climbing out of financial holes, but sometimes one … Read More

Keith AndreThinking Through Real Estate Investments In North Central Texas

Andre + Associates, PC’s Guide to Estate Planning for Digital Assets

Technology has certainly shifted our society over the last 15 to 20 years — you can see it right here in the North Central Texas area. So much so, that it’s time we discuss estate planning with a technological twist. Before we get there though, may I offer you this important reminder: the only “magic” we can do on a … Read More

Keith AndreAndre + Associates, PC’s Guide to Estate Planning for Digital Assets

Andre + Associates, PC’s Four Common Investment Mistakes

The stock market has caused some alarm as of late. Will investors wake up panicked or encouraged tomorrow? It’s hard to say. But one thing is clear: basing your peace of mind on market signals is no way to live. That said, I’d love to see my North Central Texas clients be wise about how they are approaching their savings … Read More

Keith AndreAndre + Associates, PC’s Four Common Investment Mistakes