Weldon Wulstein

November 1, 2015

Nov 2015 – Why Your Health Insurance Company May Ask for Your Social Security Number & How Working Impacts Social Security Benefits

Why your health insurance company may ask for your Social Security Number Your health insurance company may request that you provide the Social Security Numbers (SSNs) […]
October 1, 2015

Oct 2015 – Year-End Tax Planning & Shared Equity Financing Arrangements

Time to Start Year-End Tax Planning The federal income tax rates for 2015 are the same as last year: 10%, 15%, 25%, 28%, 33%, 35%, and […]
September 1, 2015

Sep 2015 – Planning for the 3.8% Net Investment Income Tax & Same-Sex Marriages

Planning to Avoid or Minimize the 3.8% Net Investment Income Tax The net investment income tax, or NIIT, is a 3.8% surtax on investment income collected […]
August 1, 2015

Aug 2015 – Updating Beneficiary Designations & Benefits of Health Savings Accounts (HSA)

The importance of updating beneficiary designations Most of us have more than enough to do. We’re on the go from early in the morning until well […]