(817) 841-8150 | Carrollton, TX

What Happens to Your Debts After You Die?

5 things loved ones will have to do to settle your accounts How many times have you told your loved ones that you don’t want to be a burden, and saddle them with a financial mess at the end of your life? It’s a common sentiment. Despite their good intentions, however,...

How Long Do You Have to Keep Tax Records?

For many financial documents, just 3 years — for others, practically forever You may be starting at a heap of paperwork when you finish filing your 2021 federal taxes, which are due April 18. Your first urge may be to sweep them all into a paper bag and put the bag...

Biggest Social Security Changes for 2022

Benefits are going up, but so are the Medicare premiums deducted from monthly checks Social Security beneficiaries will have a lot to cheer about in 2022 — but they may have a few things to grouse about as well. Here’s a rundown of what will change for Social Security...