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...
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...
Are you prepared to file your 2021 tax return? Whether you’re filing taxes yourself or hiring a professional to do it for you, you’ll need specific information and records to complete your return. Our handy checklist below can help you get started. Gather Your Records...
The SECURE Act, or “Setting Every Community Up for Retirement” Act, became law on December 19, 2019. The idea behind this bill is to make retirement savings less complicated, and to simplify the rules of IRAs and other retirement funds. If you were over the age of...
Whether you’re soon to be retired or are newly retired, it’s important to understand how taxes will change for you. Recent tax code changes and legislature are also affecting 2019 tax season, so we’re sharing a few things you should know. Retiree Taxes and...
Most clients are surprised when they get to retirement and see that their taxes have changed. I have this conversation with almost all of my clients when they retire. They go from having a normal W2 income, where their taxes are withheld — and sometimes they even...