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We provide financial needs analysis through a network of experienced professionals to provide solutions that are designed to offer protection, savings, and growth. Our custom-designed strategies include retirement solutions, risk management, business solutions, and more. The team at Bluecrest North Texas is dedicated to bringing a holistic approach that fosters efficiency while priding themselves on a high level of service to each and every client.
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Determine whether you should consider refinancing your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.