Blog
What You Should Know About Taxes When a Relative Passes Away
Losing a loved one brings responsibilities, including tax matters. This blog outlines tax considerations after a death, including final tax returns, estate & trust filings, inherited assets, and steps families can take to stay orgaized.
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DIY or Hire a Pro?
DIY tax software can work for simple returns, but added income streams, business ownership, or major life changes increase risk. A professional offers planning, accuracy, and support. The right choice depends on complexity and confidence.
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Understanding Trump Accounts Under the One Big Beautiful Bill Act
OBBBA created Trump Accounts, tax-advantaged investment accounts for kids under 18. Eligible children receive a $1,000 federal seed, with up to $5,000 in annual contributions and tax-deferred growth starting July 2026.
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Cash Planning: Making a Plan for Your Money (Not Restricting It)
Cash planning isn’t about restriction—it’s about intention. Create a plan for your money before it’s spent, reduce stress, and align your cash flow with what matters most to you.
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Before You Try That Tax Tip You Saw Online…
Quick tax tips on social media can sound appealing but often leave out critical details. Personalized, well-supported tax advice helps you avoid costly mistakes.
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Overtime Pay and Your Tax Return: What You Need to Know
Overtime pay is still taxable, but new federal rules may allow some employees to deduct the overtime “premium” when filing their return. It’s not automatic—proper reporting matters. Learn what qualifies and how it works.
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Health Savings Accounts (HSAs): Updated 2026 Limits You Need to Know
HSAs are one of the most tax-efficient ways to save for healthcare. Eligible individuals get tax-deductible contributions, tax-free growth, and tax-free withdrawals. Maxing out your HSA each year can strengthen both your medical and retirem
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Why Your Small Business Might Be Losing Money (and How to Fix It)
Small businesses often lose money due to messy books, debt, turnover, or rising costs. DBHW helps owners clean up finances, improve cash flow, and make smarter decisions to boost profitability year-round.
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Pre-Holiday Financial Polish ✨💰
Give your finances a quick pre-holiday polish! Max out tax-advantaged accounts, plan charitable gifts, and get organized for a strong finish to 2025.
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Should Politics Impact Your Portfolio?
Market performance depends more on fundamentals, the economy, and Fed policy than politics. While each party’s policies can shape sectors, history shows that “gridlocked” governments often provide the most stable environment for investors.
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Understanding the 2025 Overtime Tax Changes: What You Need to Know
New for 2025: Eligible overtime pay may be deductible! Learn what counts, income limits, and how to track your hours for maximum tax benefit.
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📆 Mid-Year Tax Planning: What You Can Still Do in 2025 to Lower Your Tax Bill
Summer is the perfect time to fine-tune your tax strategy. Here’s what you can still do in 2025 to lower your tax bill and align your finances with your bigger goals.
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🏡 Real Estate & 1031 Exchanges: What You Need to Know Before Buying or Selling This Summer
Buying or selling real estate this summer? Learn how 1031 exchanges and tax-smart planning can help you build wealth and avoid costly mistakes. Don’t just invest in property—invest with purpose.
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Financial Fireworks
In the spirit of Independence Day, we’re sharing five common money mistakes that can blow up your financial plans—and how to avoid them. From emotional investing to outdated beneficiaries, learn how to stay on track and plan with confidence
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🎓 Graduation Season: Financial Advice for New Grads and Their Parents
Graduation is a proud milestone—and a key financial turning point. Ashley Iwinski shares smart money tips for grads and parents to build strong habits, boost confidence, and support a thriving future. 🎓💰
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Small Business, Big Goals: Financial Planning for Entrepreneurs
It’s National Small Business Week! At DBHW, we’re celebrating entrepreneurs and sharing 6 smart financial tips to help your business thrive — from cash flow to retirement planning. Let’s build your success together!
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Simplify Your Financial Life: Everything You Need, Under One Roof
We simplify financial planning by bringing tax, wealth management, insurance, and estate planning under one roof. Our tax-smart strategies help you minimize taxes, grow wealth, and protect your future—all in one seamless approach.
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5 Ways to Show Your Financial Future Some Love
From creating a budget to partnering with a trusted advisor, these five steps will help you build a stronger, more secure future—one thoughtful choice at a time.
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The Twelve Financial Tips of Christmas
By integrating these twelve financial tips into your strategy, you are setting the stage for a secure and joyous future. Wishing you a prosperous and happy holiday season!
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Don't Get Tricked Before You Click: 5 Ways to Avoid Holiday Shopping Scams
Before you dive into the holiday shopping frenzy, let's arm you with some savvy strategies to protect your wallet online—because your financial security is at the top of our list!Understanding the Rise of Holiday Shopping Scams in the...
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Life Insurance: The Backbone of a Comprehensive Financial Plan
Life insurance is an essential element of any comprehensive financial plan. It provides income protection, aids in debt management, supports retirement planning, assists in wealth accumulation, and plays a pivotal role in estate planning.
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The Power of Integrated Tax and Financial Planning
There are several benefits of having your taxes and financial planning done by one firm. The benefits of consolidating your tax preparation with financial planning and wealth management services extend far beyond mere convenience.
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How Can I Save Money on Taxes?
Saving money on taxes is not one size fits all. Our team is ready to analyze your unique situation, discuss your goals, and recommend options which may reduce taxes, increase take-home dollars, or save for tomorrow and beyond.
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Financial Wellness Tips to Kick Off 2024
Start your year right by reviewing finances. Set goals, budget wisely, build emergency funds, invest smartly, manage debt, optimize retirement plans, plan for children's education.
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The Potential for Tax Savings with Qualified Charitable Distributions
With end of year approaching, it may be time to evaluate your charitable giving strategies to make the most of your contributions for 2023.
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Conquering Financial Fears in October
We are addressing the most common financial fears you and your family might have. From wills and trusts to estate planning and long-term care, we'll shed light on these topics and show you how our team can help.
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Safeguarding Your Future: The Role of Risk Management in Your Financial Plan
This month at DBHW Wealth Partners, we are emphasizing the importance of insurance as a crucial part of your financial plan. Insurance plays a vital role, serving as a tool for investment diversification, predictability, tax advantages...
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Retirement Planning Through Different Seasons of Life
Our August ‘firm focus’ is centered around bringing awareness about the importance of retirement planning. We believe it’s never too early to start planning for retirement and seeking the advice of a financial advisor...
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DBHW Wealth Partner’s Achievements Recognized by Avantax at Prestigious Event in London, England
Representatives from DBHW Wealth Partners were recognized among the most successful affiliates of Avantax®, a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit...
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Defining Success as Female Leaders of DBHW Wealth Partners
Recently, DBHW Wealth Partners was recognized among the most successful affiliates of Avantax®, a leader in tax-focused financial planning and wealth management, during the invitation-only Avantax Elite Summit 2023 in London, England.
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3 Retirement Strategies to Put Women Ahead of the Curve
Preparing for retirement can look a little different for women than for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they may accumulate less income and benefits due...
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Three Locations. One Firm. A New Beginning
We are live! As you’ve all heard over the past year, three passionate leaders and their offices have been working on merging offices. It is with immense excitement and pleasure that we officially announce our live merger and...
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Strategic Firm Additions: Enhanced Tax & Accounting Services
At DB Tax & Wealth, we are grateful for the trust and confidence clients place in our team, and it’s because we want to continue serving you in the most impactful way possible that we are making some strategic additions to our...
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The Highs & Lows of a Volatile Market: How to Stay the Course
Stock market volatility can try the nerves of even the most seasoned investor. When markets decline, it's natural for you as an investor to want to preserve your assets. At DB Tax & Wealth, we have a depth of knowledge in navigating...
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Your 4% Withdrawal Strategy May Not Be Enough
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
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