SETFS Library 

We exist to make your life easier! Check out these articles full of information to help secure your financial future! 

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November 29, 2017

November 29, 2017

November 29, 2017

November 29, 2017

November 29, 2017

November 29, 2017

November 29, 2017

November 29, 2017

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Single Most Important Tax Tip 

Recently, I was asked, “What was the most important year-end tax planning issue that professionals should be discussing with their clients this year.”  For me, the answer was easy.  I am a financial advisor who has developed a niche i...

Roth Conversion Opportunity  

Call us at 281-370-6622 to learn more about the opportunity now to convert to tax-free dollars.

You can convert traditional IRAs to Roth IRAs.

For this reason, it is good to understand more about Roth IRAs.

Basic Rules of Roth IRAs 

Roth I...

Have you thought about or updated your retirement plan recently?

Part of retirement planning means to devise a roadmap to care for yourself and your family after you are no longer earning a regular salary.  It affects not only your current lifestyle but your future life...

We were recently asked the question: "How long should taxpayers keep old tax returns, documentation, and receipts?" 

The IRS has published many requirements that we would like to summarize as briefly as possible.

  • We recommend that you keep the previous 6 years r...

Have you ever wondered...

How to Escape from a Bear (the Market) 

  1. Lie still and stay quiet ~ Don’t Run, Don’t Necessarily Sell Out!

  2. Stay where you are and do not climb a tree to escape a bear ~ Keep asset allocation constant and periodically rebalance portfolio.


Matt Gaylor says, "Business Owners, have you considered:

  • Financial Review - have you reviewed financial reports (income statement, balance sheet) for this past year?  Have you devised a budget for best and worst case scenarios? 

  • Business Insurance -...

  • People who paid domestic help more than $1,400 will need to file Schedule H, "Household Employment Taxes," with their (Federal) income tax returns.

  • If the employer has no 1040 filing requirement, Schedule H must be filed alone.

  • If you paid someone to wo...

What to do when you receive a letter from the Internal Revenue Service?

You have gone to your mailbox.  There are bills and junk mail, but it is worse than you thought. A letter has arrived addressed to you from the Internal Revenue Service, Department of the Treasury (...

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Office: (281) 370-6622

   Cell: (936) 870-8256

Katherine Nixon

Office : 281-370-6622

Cell: 936-870-8256

Katherine Nixon is a licensed CPA and financial advisor. Securities offered through J.W. Cole Financial, Inc.

Member FINRA/SIPC and Advisory services offered through J.W. Cole Advisors, Inc.
J.W. Cole Financial, Inc., J.W. Cole Advisors, Inc., and SETFS, LLC are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.


Katherine Nixon is a licensed CPA, not a CPA firm, yet does tax return preparation.

​© 2017 by Katherine Nixon. All Rights Reserved