Weldon Wulstein

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) […]

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 […]

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 […]

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 […]