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Tax Filing for Retirees: What Seniors Need to Know

Tax Filing for Retirees: What Seniors Need to Know

by Hannah Moore | Mar 8, 2023 | Nearing Retirement, Recently Retired, Taxes

Once you retire, your federal tax liability may change. However, your specific living situation, retirement income, and financial circumstances can affect your taxes. But tax filing for retirees isn’t always straightforward, so you may want to work with a CPA when...
Important Tax Changes for 2023

Important Tax Changes for 2023

by Hannah Moore | Jan 11, 2023 | Financial Planning, Investments, Taxes

January is a great time to start thinking about taxes, and that doesn’t just mean getting your paperwork ready to file in April. The beginning of the year is when tax code changes take effect, and keeping track of these updates is the key to ensuring that next year’s...
Year-End Tax Strategies for 2022

Year-End Tax Strategies for 2022

by Hannah Moore | Nov 2, 2022 | Financial Planning, Personal Finance, Taxes

The end of the year is closing in fast, and that means there are only a few more weeks to affect the taxes you’ll pay in 2023. You might not start calculating and filing your taxes until March or April, but the decisions you make now can have a significant impact on...
What Does Tax Planning Look Like?

What Does Tax Planning Look Like?

by Hannah Moore | Nov 3, 2021 | Established Career, Nearing Retirement, New to My Career, Taxes

While it’s always a good idea to consider taxes whenever you make financial plans, the end of the year is the perfect time to start actively preparing your finances for tax season. You won’t be filing your return for another few months, but now is your chance to do...
What to Know About Dallas Property Tax Increases

What to Know About Dallas Property Tax Increases

by Hannah Moore | May 5, 2021 | Financial Planning, Investments, Taxes

As we’ve mentioned before, home prices in the Dallas area have been steadily increasing. According to the latest statistics, the median house price in the Dallas-Fort Worth area is up 12% from 2020, and housing availability is down by 69%! This increase in price and...
The Financial Implications of Biden’s First 100 Days

The Financial Implications of Biden’s First 100 Days

by Hannah Moore | Mar 3, 2021 | Financial Planning, Personal Finance, Taxes

After a candidacy filled with ambitious policy changes including the COVID-19 pandemic, climate change, the economy, and racial justice, President Joe Biden took office in January. Now that we’re a little over a month into Biden’s first 100 days in office, you may be...
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  • The Importance of Reviewing Your Estate Plan
  • Tax Filing for Retirees: What Seniors Need to Know
  • Improving Your Relationship With Your Finances: Tips to Love Your Money Well
  • The Growing Trend of Intergenerational Housing
  • Important Tax Changes for 2023
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