At Beaird Harris, we believe that your financial journey isn’t just about numbers; it’s about paving a path to a happy, healthy, and meaningful life. With our holistic financial planning service, we’re committed to ensuring every facet of your financial life works in harmony.
Financial planning is not a one-and-done endeavor. It’s a dynamic process that requires periodic attention and fine-tuning. We advise revisiting your financial plan annually or during significant life changes to ensure it remains aligned with your evolving needs and circumstances.
Certain non-traditional investments held in an IRA — like active business interests or leveraged real estate — can trigger Unrelated Business Income Tax (UBIT), potentially…
The Social Security Administration has announced it will start issuing retroactive payments and increasing monthly benefits for people affected by the Windfall Elimination Provision (WEP)…
You’re Eligible for Medicare this Year Medicare eligibility begins at age 65, and you can sign up for coverage beginning three months prior to your…
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