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Monday, June 21, 2021

It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven't given your plan a thorough review within the last 12 months, now may be a...

Monday, June 14, 2021

Getting Married Checklist General information Yes No N/A 1. Has relevant personal information been gathered? · Names, ages, health statuses · Dependents · Children from previous marriages 2. Has financial situation...

Wednesday, May 26, 2021

What is it? Marriage is an important step in anyone's life and brings many challenges with it. One of those challenges is the management of your finances as a couple. The money decisions that you make now as a couple can have a...

Friday, May 21, 2021

What is it? Marriage is a major life event that can change more than your last name or living situation. Your change in marital status can also alter the benefits you receive from your employer. When you marry, you and your spouse...

Thursday, May 20, 2021

It depends. If you are 59½ or older, you can take money from your traditional IRA without penalty. In contrast, if you withdraw from your IRA before age 59½, the taxable portion of your distribution may be subject to a...

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Monday, May 17, 2021

What is it? Definition A prenuptial agreement (also known as a premarital agreement, antemarital agreement, or prenup) is a binding contract executed by prospective spouses to define the rights, duties, and obligations of the parties...

Friday, May 14, 2021

Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More importantly, you'll want to take a look at how marriage will impact your...

Thursday, May 6, 2021

You've identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio? What specific investments are right for you? What...

Thursday, April 22, 2021

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end. If you are losing sleep over volatility driven by a cascade of...

Thursday, April 15, 2021

Do you ever wonder where your money goes each month? Does it seem like you're never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals...

Monday, March 22, 2021

In celebration of Woman's History Month, we asked the women of Gardner Wallace: "What do you enjoy most about working in the financial industry? Here's what they shared:

Tuesday, March 2, 2021

With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all the opportunities life has to offer, you're also aware of your...

Wednesday, February 24, 2021

Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remain unchanged for 2021, other key numbers have increased. IRA contribution limits The maximum amount you can contribute to a...

Monday, February 15, 2021

For many people, tax-advantaged investing is an excellent way to reduce their income tax liability. And while many of the traditional tax-advantaged strategies have been eliminated, there are still alternatives left that can help you...

Sunday, January 31, 2021

Gardner Wallace Financial Solutions has committed to providing 1,500 meals per month to families, children, and seniors in 2021. We are honored to help those in our community and we thank the North Texas Food Bank for their work.

Thursday, January 21, 2021

Tax information statements, which includes your 1099 forms, will be delivered as early as possible. Companies will begin mailing 1099 tax statements by January 31, 2021. Please be aware that some issuers do not make their final...

Wednesday, December 30, 2020

This excerpt was originally published December 23, 2020 from D CEO Magazine. View the original article here. It’s safe to say that we’re all ready to bid goodbye to 2020. The editors of D CEO recently checked in with area...