Financial Wellness

10/16/2026

Sports betting comes with IRS strings. Know them and plan accordingly.

As sports betting grows in popularity, the IRS is paying attention. Do you know how your winnings and losses are taxed?

10/09/2026

If you have review Trump Accounts...good. If not read these important tips.

If you have not looked into Trump accounts, do not put it off. Here are some tips.

10/02/2026

Here are key happenings and announcements from the IRS that you should understand.

Here are recent changes as announced by the IRS that will impact most of us.

09/25/2026

If you're an independent contractor, don't forget to plan for and pay your taxes. Here are some of the basic rules you need to understand.

Get this wrong and it could cost you and/or your employer. Are you a contractor or an employee?

09/19/2026

🚨 UPDATE: ONLY 10 SPOTS LEFT!

Our Family Protection Essentials Special is filling up! ❤️

For just $399 per person (regularly $750), you can put essential documents in place to help protect your family, communicate your wishes, and prepare for the unexpected.

This isn't just paperwork. It's a plan for the people you love.

⏰ Special ends September 23 or when the remaining spots are claimed—whichever comes first.

📞 Interested? Call us directly today to secure your spot or ask questions:
800-484-5581
267-463-3693

Prefer not to call? DM “PLAN” and we'll send you the information privately.

🌐 FinancialWellnessFirm.com

Plan Today. Protect Tomorrow. Leave a Legacy.

09/18/2026

Tax savings ideas still abound. Here are some to consider if you wish to retire early.

The federal government needs all its citizens to plan for a financially secure retirement. In an effort to assist in planning for retirement, there are a number of provisions in the tax code that benefit seniors. Are you aware of them and using them to your advantage?

09/17/2026

🚨 7-DAY ESTATE PLANNING SPECIAL — STARTS TODAY!

We prepare for vacations. We prepare for birthdays. We prepare for emergencies. But one of the most important things we can prepare for is making sure the people we love aren't left trying to figure everything out when we can't speak for ourselves—or when we're no longer here.

Through Financial Vitality, the estate-planning division of Financial Wellness Firm, we're offering our Family Protection Essentials Package for only $399 per person for the next 7 days.

Regular Price: $750 — You Save $351!

Your package includes:
• Last Will & Testament
• Durable Financial Power of Attorney
• Advance Health Care Directive / Living Will
• Child Medical Consent/Authorization, when applicable
• My Final Wishes
• Emergency Family Information Sheet
• State-Specific Ex*****on Guidance

❤️ This isn't just paperwork. It's a plan for the people you love.

The question isn't only “What happens to my belongings?” It's also:

Who can handle my affairs if I can't?
Who knows my medical wishes?
Who can make decisions for my child when I'm unavailable?
Does my family know what I want?
Have I made things easier for the people I love?

September 17–23 ONLY — or until all 25 spots are filled.

🌎 We serve clients in multiple states across the country, with documents prepared based on applicable state requirements.

📞 800-484-5581
📞 267-463-3693
🌐 FinancialWellnessFirm.com

Don't wait for an emergency to start planning.

Plan Today. Protect Tomorrow. Leave a Legacy.™

09/11/2026

Create a list of tax forms you expect to receive. Then check them off as you receive them to make sure none of them are missing.

Every year you receive information tax forms, including W-2s, 1098s, and 1099s. If you fail to receive a form, you are still liable for the tax it creates. Here are some tips to avoid this possible audit risk.

09/04/2026

Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider.

If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Tuesday, September 15th.

08/28/2026

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation.

Too often a charitable tax deduction is disallowed upon review by the IRS. Don't let this happen to you. Here is what you need to know.