Money, Finance & Insurance

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Five must-have documents at tax-time, health insurance required With the deadline of April 15 rapidly approaching, the time for taxpayers to get organized and prepared to file their 2014 tax returns is at hand.
Donna Wick Publicity
Conroe ISD has earned a Platinum Leadership Circle Award from the Texas Comptroller of Public Accounts.
Sarah D. Wood, Conroe ISD
Please join Texas in welcoming Banking On Kids at a complimentary luncheon buffet on Wednesday, Mar. 4, from 11:30 a.m. to 1:00 p.m. at the Conroe Area Chamber of Commerce.
Donna Wick Publicity
Banking On Kids finally comes to Texas and is hosting their Grand Opening with a Ribbon Cutting Ceremony Friday, February 13 at 1:00pm.
Donna Wick Publicity
HFG Wealth Management, LLC hosted a seminar at The Woodlands Chamber of Commerce, Major League Marketing on a Minor League Budget, presented by Chris Rasberry, Chief Operating Officer of HFG.
Kimberly Willing
In an effort to assist lower-income families with filing their taxes, Lone Star College-Montgomery and Lone Star College-Conroe Center are providing free income tax preparation for community residents.
Jennifer Kramer, LSC-Montgomery
Volunteer Income Tax Assistance (VITA) is coming to your assistance to provide tax services at convenient locations throughout the county.
Margie Taylor of TaylorizedPR
Mike Karlins and Jay Tompkins, CPA’s of Karlins Ramey & Tompkins, LLC, (“KRT”) are pleased to announce the promotion of Matt Odom, CPA to Partner.
Veronica Harman
Mike Karlins, CPA and Jay Tompkins, CPA of Karlins Ramey & Tompkins, LLC (“KRT”), recently announced the promotions of (from left to right) Betsy Soto, Chris Wells and Mona Fathinejad, CPA.
Veronica Harman
Michelle and Gordy Bunch will host a “Gift-of-Giving” table at the Lone Star Legends Benefit Dinner honoring special guest, the 43rd President of the United States, George W. Bush.
More than 250 high-producing insurance agents will be arriving in The Woodlands from 20 states when The Woodlands Financial Group stages its 2015 TWFG Insurance Services annual convention
Marking its 25th anniversary, the successful Ellis & Ellis firm in The Woodlands is tapped by United Capital Financial Advisors Byron W. Ellis, founder of Ellis & Ellis, LLC, an advisory firm based in The Woodlands, Texas, has announced his firm has recently been acquired by United Capital Financial Advisors, LLC.
Liz Grimm
Gordy Bunch and The Woodlands Financial Group surged to positions amongst the top business and community leaders in The Woodlands and Montgomery County in 2014 achieving record results and civic contributions:
Paul Lazzaro
The Woodlands Financial Group (TWFG) Insurance Services is now ranked in the top 10 of the nation’s privately-held “Top 50 Personal Lines” insurance agencies, according to the industry’s leading publication and ranking source
Paul Lazzaro
With more than 1,000 people a day relocating to Texas from around the world, Gordy Bunch, president and CEO of TWFG Insurance services, says he is expanding his business again
Paul Lazzaro
The world of financial services has traditionally been built around products and services offered by a variety of brokers, advisors and insurance specialists.
Community Trust Bank has announced the hiring of four new employees at its newest banking center in The Woodlands, located at 2170 Buckthorne Place, Suite 150.
The sandwich generation describes a segment of society that not only has a parent 65 or older, but is also supporting children 18-and-under.
Donna Wick Publicity
The Woodlands Township produces an annual budget and five-year plan in preparation for setting the property tax rate each year.
The Woodlands Township
The merger between Woodforest Financial Services and High Point Financial Benefits was complete by end of day Tuesday, June 24.
J. Werner