Waller Tax and Financial Services

08/28/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

08/27/2026

The Financial Realities Women Still Face What the numbers say—and why it matters for the people you care about August 26 is Women’s Equality Day—the anniversary of the 19th Amendment, when women gained the right to vote. That was more...

08/26/2026

The Financial Realities Women Still Face What the numbers say—and why it matters for the people you care about August 26 is Women’s Equality Day—the anniversary of the 19th Amendment, when women gained the right to vote. That was more...

08/24/2026

Travel can feel very different once time is no longer tightly scheduled.

For many, it becomes less about fitting a trip into the calendar and more about deciding how they want to spend their time. Whether that means staying longer, traveling more often, or bringing family along, those choices often reflect years of thoughtful decisions.

It may be worth revisiting how travel fits into your overall approach—especially as priorities continue to evolve. Reach out to your if you want to discuss how your strategy can support the adventures you've earned. 🚨

08/21/2026

Social media is a remarkable thing. In the same scroll, you can catch up with old friends, discover a new hiking trail, and stumble across a new recipe you’d like to try. You can also find someone who is predicting where the financial...

08/19/2026

🎉 Happy Black Business Month! 🎉

This month is a powerful reminder to recognize, celebrate, and support Black-owned businesses that drive innovation, create opportunity, and strengthen our communities.

Let's continue to uplift and support equity all year long. 💼 Tag your favorite Black-owned businesses in the thread! 💼

08/17/2026

Some federal student loan borrowers may soon qualify for a larger interest rate discount by enrolling in automatic payments.

The U.S. Department of Education announced that eligible borrowers who sign up for autopay can receive a 1-percentage-point reduction in their interest rate. The temporary discount is expected to last through June 30, 2028.

Borrowers already enrolled in autopay are expected to receive the discount automatically. Others must enroll by Sept. 30, 2026, to qualify.

Not every loan is eligible. The discount applies to certain federal Direct Loans, including Direct Subsidized, Direct Unsubsidized, Direct PLUS, and Direct Consolidation Loans. Private student loans and FFEL loans are not included.

Borrowers must also have loans in good standing, and the loans generally must have been disbursed on or after July 1, 2012.

For borrowers managing student loan payments, even a temporary rate discount may be worth reviewing as part of their broader monthly cash flow.

To qualify for the U.S. Department of Education's new interest rate discount on student loans, borrowers must meet several requirements. Here's what to know.

08/11/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. 📚 We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.🌟

07/20/2026

Are you preparing to purchase a car for your teenager? Read this quick article about what every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

07/06/2026

🎆 Happy Independence Day! 🎇

As we celebrate the land of the free and the home of the brave, remember on July 4th, 1776, our nation declared independence. Doing so paved the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

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