994 Group

The U.S. Debt Ceiling is in its 79th negotiation since 1960. Yes, 79!!!! Consider a few data points as June 1st approaches...

The Deb | 994 Group Absent any legislative workarounds, on June 1, 2023, the U.S. will bump up against the federal debt ceiling. If reached, Janet Yellen warns the U.S. could default on its scheduled payments, and analysts estimate the timing between July and August. The potential for a U.S. default sounds scary, and s...

Military Veterans: Six new states are exempting or partially exempting retirement military pay. This can make a substantial impact on your cash flow planning, but be careful.... states with no state income tax (Like our own lovely state of Texas), can have substantially higher property taxes which outweigh state tax benefits. We can help you calculate the disparity, so you optimize your overall financial plan, not just minimize state income tax.

6 More States Stop Taxing Military Retirement Nearly 300,000 more military retirees are now exempt from state income tax.

The loss of a loved one is traumatic enough, so learn how you can minimize the difficulty of cumbersome, yet necessary next steps.

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