Waller Tax and Financial Services

06/23/2026

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year. Goals still the same this year? Has market...

06/21/2026

Happy Father's Day to the amazing dads, stepdads, granddads, and all father figures who embrace the adventure of fatherhood with open hearts and open arms.

Whether you're exploring the world through imaginative play, offering sage advice, or simply being there with love and support, your impact is immeasurable.

Here's to the explorers, guides, and heroes in our lives—thank you for making every day an adventure!🙌

06/20/2026

Happy first day of summer! ✌️Here's to a season of balance, adventure, and well-deserved moments of joy. 🤩
📸 How do you enjoy the season? What are your favorite summer activities? ✈️ Comment below!

06/19/2026

Happy Juneteenth! On June 19, 1865, the news of freedom finally reached Galveston, Texas, and people celebrated with everything they had. One hundred and sixty-one years later, that joy is still absolutely worth matching.

We hope today brings good food, good company, and a genuine moment to appreciate what this day represents.

06/17/2026

National Homeownership Month isn't just about buying a house. It's about what a home represents inside a larger financial life.🏡 For current homeowners, that might mean thinking about how your home connects to your broader goals. For those still renting, it might mean revisiting the timeline and understanding what steps could move things forward.
Either way, housing is one of the biggest financial decisions most people make—and it deserves more than a passing thought once a year.
If you'd like to talk through how your home fits into your bigger financial picture, I'm always happy to have that conversation.
Source: Fred.StLouisfed.org, October 1, 2025

06/10/2026

Here's a number worth sitting with: as of late 2025, the U.S. homeownership rate stands at 65.7%. That's roughly two out of every three households. And it's held steady—even through elevated mortgage rates and shifting market conditions. What that tells us is that homeownership is still deeply woven into how Americans build their financial lives.
It remains one of the most common ways families create memories and connect with the community. If you're among those two-thirds, this month is a good moment to reflect on what that decision has meant for your household. If you're working toward it, know that millions of others have walked that same road.
Source: Census.gov, September 9, 2025

06/03/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

06/02/2026

June is National Homeownership Month—a time to recognize what homeownership means to millions of Americans. It's more than a roof and four walls. For many families, it's where milestones happen. First steps, first dinners around your own table, the feeling of pulling into a driveway that's yours.
According to a 2025 Coldwell Banker survey, 85% of Americans still consider owning a home a key part of the American Dream. That says something. Whether you've owned for decades or you're still working toward it, this month is about honoring that aspiration and the meaning behind it. 🏡
Sources: ColdwellBanker.com, November 10, 2025

05/28/2026

It's almost time for A Wise Approach to Saving for College! There's still time to register if you want to join us. https://www.wallertax.com/events/a-wise-approach-to-saving-for-college

05/27/2026

Join us at A Wise Approach to Saving for College! We can't wait to see you there! https://www.wallertax.com/events/a-wise-approach-to-saving-for-college