Reservoir Financial

06/17/2026

Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has continued to spread to the rest of the country and beyond. On this day, we have an opportunity to affirm once more the universal right to life, liberty, and the pursuit of happiness for every human being.

We hope that you will join us on June 19, in reflecting upon how far we have come, how far we have yet to go, and how we can continue to advance the cause of freedom and justice across our communities and around the world.

In observance of Juneteenth, our office will be closed on Friday, June 19th. Regular hours will resume Monday, June 22nd.

06/16/2026

We enjoy getting out in the community! Olivia enjoyed this fun chamber event while making connections with other local businesses. We hope to see you out and about!

06/05/2026

Such a great group of inspiring women! See if you can spot Olivia in attendance. 😊

06/03/2026

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 financial professional to discuss how your strategy can support the adventures you've earned.

06/01/2026

🎓 Do you have college students who are home for the summer? Or future college-bound children? Summer is a great time to talk to them about money!

💬 Whether it's learning to budget, building credit, or understanding paychecks, a little financial education at home sets the stage for smart choices later.

🤝 Parents + students: Let's use this time to help build habits that last well beyond graduation. Reach out today or tag a friend below!

05/27/2026

Phil was on the WILI-AM radio show with Wayne Norman! If you missed it here’s a link:

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05/25/2026

Wishing you and yours a reflective, safe, and enjoyable Memorial Day! We remember those who gave the ultimate sacrifice in service of our country. Our office is closed and will be reopened on Tuesday, May 26th.

05/13/2026

Can you spot our very own Ashley at the Women’s Leadership Luncheon? We love how active our team members are in the community!

05/10/2026

Happy Mother's Day!

05/08/2026

🎁 Understanding Financial Gift-Giving: The Smart Way to Share Wealth 🎁

Swipe through to learn how you can give financial gifts!

1️⃣ Tax-Free Gifting Up to $19,000 Per Person
In 2026, you can give up to $19,000 per recipient tax-free. Stay under this limit to avoid filing with the IRS.

2️⃣ Unlimited Recipients
Feel free to spread the love! There's no limit on the number of people who can receive an annual gift. Perfect for those looking to help make a difference in someone's life. 💌

3️⃣ Married Couples: Double the Impact
Married? You can gift up to $38,000 per recipient annually, doubling your impact. 💑

4️⃣ Lifetime Exemption: The Big Picture
Beyond annual gifts, your lifetime exemption in 2026 is $15 million. 🌟

5️⃣ Gifting Isn't the Only Approach
Paying directly for qualified tuition or medical expenses? These don't count as gifts, but we would encourage you to speak with your tax, legal, or accounting professional if this approach is part of your strategy. 🏥

🔍 Let's Make This Easy
Gift-giving can be complex, but it doesn't have to be. Understand the rules and realities, and make sure your strategy aligns with your long-term goals. 💡

Ready to strategize? Call us today. 📞