by Ramdas | Jul 18, 2019 | Individuals Articles
The IRS as of July 17th has added new preventative care benefits provided to individuals covered by a High Deductible Health Plan (HDHP). For certain chronic conditions, new services and items will now be listed as preventative care for your health coverage. Please...
by Ramdas | Jun 27, 2019 | Financial Aid, Financial Planning, Individuals Articles, Student Loan
When filling out the FAFSA (the Free Application for Federal Student Aid form), you need your financial information on hand and sometimes it can be hard to get your hands on. “The IRS Data Retrieval Tool is available to use with the 2019‒2020 FAFSA...
by Ramdas | Mar 8, 2019 | Individuals Articles
Watch Rachael LIVE this morning on the radio today at 11:30 CST! Follow the link to watch her interview on Finance Friday at KNLY 91.1FM The Boss! Watch us Live ...
by Ramdas | Feb 19, 2019 | Financial Planning, Individuals Articles, Tax Articles, Tax Cuts and Jobs Act, Tax Reform, Withholding
You’ve used the IRS Withholding Calculator, but you’re still confused about what allowances to take on your W-4. We’re here to help! Read through the following scenarios for a basic breakdown, and call us if you still have questions! You’re single, the calculator says...
by Ramdas | Jan 10, 2019 | Financial Planning, Individuals Articles, Tax Articles
Unsure about how to move forward with the new tax code? With our tax update cheat sheet for 2018, you’ll have all of the new tax tables and rates applicable for the 2019 tax filing season. Click the link below to view. 2018 Tax Updates ...
by Ramdas | Oct 13, 2017 | Individuals Articles