Effects of Inflation: Plan for This, North Central Texas Investors

A lot of us North Central Texas investors are feeling the effects of inflation. And I want to help you navigate through it as best I can. This week, I want to take some time to break down how it could be affecting your investment portfolio. (But … I don’t HAVE an investing portfolio! Well, read on … this still affects … Read More

Keith AndreEffects of Inflation: Plan for This, North Central Texas Investors

When North Central Texas Taxpayers Discover Unclaimed Property

“I’ve got a dollar. Hey, hey, hey, hey.” When you score a little extra cash suddenly, it’s hard not to do a little song and dance like the kids from Little Rascals. Even more when you discover some unclaimed property or asset you had long forgotten about.  Or maybe that happy dance is being reserved for something not forgotten, but … Read More

Keith AndreWhen North Central Texas Taxpayers Discover Unclaimed Property

Andre + Associates, PC’s Saving Tips – More Than Not Spending

Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now 21.3 million returns piled up in the IRS’s inbox, it’s no wonder. Know that you’re not the only North Central Texas taxpayer in that group. And I wish there was more my office could do to get you answers and get … Read More

Keith AndreAndre + Associates, PC’s Saving Tips – More Than Not Spending

A Why Estate Planning Now Take by Andre + Associates, PC

Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work). Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously deeply engaged on the “tax planning” side of things … Read More

Keith AndreA Why Estate Planning Now Take by Andre + Associates, PC

Tax Documentation North Central Texas Filers Should Keep and Why

Yes, it’s true, North Central Texas friends… the financial markets look pretty rough as I write this, on top of a pretty rough end of last week. Inflation continues to wreak havoc … and the smartypants quants in Wall Street don’t seem to have confidence that the government or the Fed are making the right moves. Many of my clients … Read More

Keith AndreTax Documentation North Central Texas Filers Should Keep and Why

How North Central Texas Taxpayers Can Check Their Social Security Statement and Status

  Are you stressed? Anxious? If so, you’re not alone. As someone who is “in the trenches” with MANY North Central Texas families and small business owners (as well as plenty outside of our North Central Texas area), I’m hearing from many who are deeply struggling … and who also find that here at Andre + Associates, PCwe’re one of … Read More

Keith AndreHow North Central Texas Taxpayers Can Check Their Social Security Statement and Status

Andre + Associates, PC’s Guide to The Tax Benefits of Marriage (& Drawbacks)

Memorial Day always seems to be the mark of the start of summer: school’s out, North Central Texas pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)…  Seems strange that a holiday meant to remember those who have given their lives in service to our … Read More

Keith AndreAndre + Associates, PC’s Guide to The Tax Benefits of Marriage (& Drawbacks)

Multilevel Marketing Tips for North Central Texas First-Timers

Summer break. For North Central Texas school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring out what to do with the young people during the long days so they’re not … Read More

Keith AndreMultilevel Marketing Tips for North Central Texas First-Timers

Andre + Associates, PC’s Case for Umbrella Insurance

So, this is the time of year when IRS notices start pouring into North Central Texas mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through. And no one likes getting them. The problem right now is that the IRS is still in “treading water” mode as they try to manage … Read More

Keith AndreAndre + Associates, PC’s Case for Umbrella Insurance

Buy Now Pay Later Pitfalls North Central Texas Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives. The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its toll on the average American’s psyche – and their wallet. It’s hard to be happy and hopeful … Read More

Keith AndreBuy Now Pay Later Pitfalls North Central Texas Shoppers Should Beware