Michael Neuenschwander, CFP, CPA
Partner, Outlook Wealth Advisors LLC
Michael Neuenschwander, CPA, CFP®, teams with his father, Allen Neuenschwander, CPA, CFP®, at their financial planning firm, Outlook Wealth Advisors LLC in Texas. Both men are Investment Adviser Representatives and licensed insurance professionals. Michael has a bachelor's degree in accounting and a master's degree in finance from Texas A&M University. He has more than 13 years' experience assisting individuals and small businesses in developing, implementing and monitoring their financial plans.
Phone: 281.872.1515
E-mail: Info@outlookwealth.com
www.outlookwealth.com
Is Now the Right Time for You to Make a Roth Conversion?
Roth IRAs
Is Now the Right Time for You to Make a Roth Conversion?
Timing is everything with Roth IRA conversions. Whether it’s the right time for you depends on where you are in life. Are you still working? Retired? …
March 18, 2021
4 Things You Should Know Now to Save on Taxes Later
taxes
4 Things You Should Know Now to Save on Taxes Later
Every money move you make (or that you fail to make) has potential tax consequences, either now or down the road. Take some actions today to put yours…
June 25, 2019
While Others Debate New Tax Law, Stay Focused on Your Own Plan
taxes
While Others Debate New Tax Law, Stay Focused on Your Own Plan
The recent tax law changes may be out of your control, but you still have quite a bit of power over your own tax destiny using tried-and-true tax stra…
February 22, 2018