If you are a W-2 employee, then your employer should be withholding and submitting your taxes each pay period. If you are self-employed or have income other than W-2 income, you might make quarterly tax payments. However, if your employer isnāt withholding enough or your quarterly estimated payments are off,
DOWNLOAD THE PDF Summer just wonāt go away, but I think Fall is finally sneaking into North Texas. On the weekends I smell barbecue cooking at the Southlake Dragon high school football tailgates & the same goes for the college pregame tailgates on Saturdays (and the post-game parties afterwards.) Wyoming
DOWNLOAD THE PDF The 3rd quarter was the first quarter this year that saw all markets decline. Global Real Estate was the biggest loser of the quarter at -6.49% followed by International Developed Stocks at -4.10%, the US Stock Market at -3.25%, surprisingly followed by the US Bond Market at
Medicareās open enrollment period happens once a year between October 15 and December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. This can be a useful option for those who may have recently changed medication, underutilized their current coverage or
Receiving Social Security benefits is advantageous in retirement, but like almost every other form of income, these benefits are taxed by the government. To accurately predict your retirement income (and taxes), itās important to understand how Social Security benefits are taxed. Here, we explain everything you need to know about
As the holiday season draws near, most people are thinking about their finances over the next few months and budgeting for how they can celebrate the most wonderful time of the year. Which is perfect timing because October is National Financial Planning Month! Letās use this month to celebrate the
The leaves are changing, the weather is cooling down, and football is finally backāthereās always a lot happening in fall. But wait, thereās more! September is also National College Savings Month, a time to celebrate the power of investing in education and securing a brighter future for our children and
There are many strategies that can help make a great financial plan. One strategy that often flies under the radar but deserves significant attention is the Roth Conversion. This maneuver involves converting funds from a traditional IRA or 401(k) into a Roth IRA, and it can be a powerful tool
In the realm of financial planning, understanding the intricacies of investment strategies and tax implications is crucial for maximizing wealth. One such concept that often goes underutilized or misunderstood is Net Unrealized Appreciation (NUA). Our goal is to demystify NUA, explaining its significance, benefits, and how it can be a
August is National āMake a Willā Month, and itās a great annual reminder to update your will if needed and create a will if you donāt have one already. A will is an important estate-planning document that can help you transfer your assets with ease. Having a proper will can