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Palmer Wealth Group Palmer Wealth Group™ serves families whose wealth carries responsibility. No offers may be made or accepted from any resident of any other state.

Through our Integrated Legacy Framework, we coordinate the specialists, planning, and preparation that keep what you've built serving every generation that follows. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Palmer Wealth Group, 201 American Concourse, Suite 310, Fort Worth, TX. 76106. 817-438-8241. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

When a divorce comes late in a career, the stakes feel different. Retirement is close enough to see — and the settlement...
10/23/2026

When a divorce comes late in a career, the stakes feel different. Retirement is close enough to see — and the settlement decisions made now can shape what follows.

Our newest Insights article looks at what research shows about gray divorce for executives and business owners in Dallas-Fort Worth. The pattern many couples miss: the settlement that reads as fair on paper is often not the one that holds up when the tax math catches up. A pre-tax retirement account and an after-tax brokerage account can carry the same balance and still be worth very different amounts.

Read the full article: https://palmerwealthgroup.com/gray-divorce-financial-planning-for-dfw-executives-and-owners/



For informational purposes only; not legal, tax, or investment advice.

Gray divorce financial planning for Fort Worth executives and owners: the QDRO, §409A, and Texas decisions that reshape a late-career settlement.

Roth conversions are up 41% this year, but the “juice isn’t always worth the squeeze,” as one advisor puts it. The tax i...
10/21/2026

Roth conversions are up 41% this year, but the “juice isn’t always worth the squeeze,” as one advisor puts it. The tax impact can reach well beyond your current bracket, especially with recent rule changes in play.

Watch for hidden phaseouts: Extra income from a conversion can affect eligibility for certain credits and deductions, including education credits, SALT and the senior bonus deduction.

Factor in Medicare and ACA impacts: Higher income may increase Medicare premiums or reduce marketplace health insurance subsidies.

Run the numbers every year: Social Security timing, tax rules, income and legacy goals can all change whether a conversion makes sense.

See what to consider before making a year-end Roth conversion: https://cnb.cx/4yqqgqt

If you're considering a year-end Roth conversion for 2026, there are some key things to know, experts say.

Estate planning sounds grim, but it’s really just smart prep. From naming guardians to managing healthcare wishes, organ...
10/19/2026

Estate planning sounds grim, but it’s really just smart prep. From naming guardians to managing healthcare wishes, organizing your future now saves stress for loved ones later. Here’s your 7-step guide to getting it done right: https://bit.ly/44Bun7x

You've probably already started the estate-planning process. We share seven steps to help you find a qualified attorney, take stock of your assets, and more.

Early retirement doesn’t only mean having enough savings. It also means planning for income, healthcare and how you’ll s...
10/19/2026

Early retirement doesn’t only mean having enough savings. It also means planning for income, healthcare and how you’ll spend your time.

Plan for income before retirement accounts are readily available: Dividends, rental income, or freelance work may help bridge the years before Social Security and penalty-free retirement withdrawals generally become available.

Budget seriously for healthcare: Medicare typically doesn’t start until 65, so retiring earlier means having a plan for insurance premiums and other medical costs in the meantime.

Build structure and connection into your days: Without work’s built-in routine and social ties, volunteering, part-time work, classes or other activities can help provide purpose and connection.

See what to consider on both the financial and personal sides of retiring early: https://bit.ly/4ySbY2V

Discover the signs that indicate you’re ready for early retirement and gain insights on financial planning and lifestyle adjustments to make this transition smooth.

Open enrollment is here, and healthcare costs are expected to rise again in 2027. Before you simply renew last year’s pl...
10/16/2026

Open enrollment is here, and healthcare costs are expected to rise again in 2027. Before you simply renew last year’s plan, take a closer look at what may be changing.

Don’t just compare premiums: Review deductibles, provider networks and out-of-pocket maximums to see which plan could actually cost you less based on the care you expect to use.

Watch your income estimate on the marketplace: If you receive advance tax credits, update your projected 2027 income when circumstances change to reduce the risk of owing money back later.

Review your full benefits package: Check for HSAs, EAPs and other workplace programs you may be able to use to help cover healthcare needs or expenses.

See what to review before choosing your 2027 health plan: https://bit.ly/4zAOMpR

As healthcare costs continue to climb, use these strategies to select an insurance plan with the coverage you need at a price you can afford.

The hardest part of an estate plan isn’t the paperwork. It’s the conversation that comes after — the one many families n...
10/15/2026

The hardest part of an estate plan isn’t the paperwork. It’s the conversation that comes after — the one many families never actually have.

Recent research found that only about one in five affluent parents have walked their adult children through a completed estate plan. The documents exist. The explanation doesn’t.

With the holidays approaching, our newest Insights article offers a thoughtful approach to opening that conversation — when the holiday table is the right place to start, what to share, and what to hold back.

Read the full article at https://palmerwealthgroup.com/how-to-discuss-estate-planning-with-adult-children-where-to-start/

Informational only. Not tax, legal, or investment advice.

Only 21% of affluent parents have walked adult children through their estate plan. How to discuss estate planning with adult children — start here.

A smooth retirement starts before your last day of work. Here’s what’s worth checking off before you hand in that resign...
10/14/2026

A smooth retirement starts before your last day of work. Here’s what’s worth checking off before you hand in that resignation letter.

Clear debt and build a real budget: Lowering debt before retirement can reduce pressure on a fixed income, while a realistic budget helps you see whether your expected spending lines up with what you’ve saved.

Tie up loose ends at work: Check with HR about outstanding stock, health benefits or seniority perks you could lose by leaving too soon.

Time Social Security and withdrawals carefully: Claiming Social Security early means a smaller monthly benefit, while tapping retirement accounts too soon may trigger taxes or penalties.

Use this checklist to spot any loose ends before retirement day arrives: https://bit.ly/4yMyrhM

You don't want to start your retirement on the wrong foot by making early mistakes. Make sure you have a plan in place before you offer your resignation letter.

Inflation can quietly change what your retirement plan needs to cover. As prices rise, it may be worth revisiting a few ...
10/11/2026

Inflation can quietly change what your retirement plan needs to cover. As prices rise, it may be worth revisiting a few key assumptions.

Rethink your withdrawal strategy: Pulling more from your portfolio during weak market returns can accelerate how quickly it shrinks, so flexibility may matter more than sticking to a fixed amount.

Reassess your investment mix: Cash and bonds offer stability, but prolonged inflation may be a reason to review whether your portfolio still has enough long-term growth potential.

Don’t rely on COLA alone: Social Security adjustments can help, but they may not fully keep pace with the expenses that are rising most in your own budget.

See which parts of your retirement plan may need another look as inflation changes: https://cbsn.ws/4hF3FBC

Inflation can quietly reshape retirement finances, making it important to revisit key parts of your plan.

Last summer, Congress changed federal estate tax law and called it “permanent.” For many families, that word became a re...
10/08/2026

Last summer, Congress changed federal estate tax law and called it “permanent.” For many families, that word became a reason to close the binder and move on.

But in tax legislation, “permanent” is a term of art — it means Congress chose not to attach an expiration date to the law. It doesn’t mean the law can’t change, and the historical record suggests it often does.

The quiet period after the law passed is where thoughtful review now begins. Four questions worth considering are in our latest Insights piece: https://palmerwealthgroup.com/scaling-a-boutique-professional-services-firm-the-player-coach-years/

Read the full article at the link above.

Informational only. Not tax, legal, or investment advice.

Growth stalls when the founder does two jobs badly. The four transitions in scaling a boutique professional services firm — from practice to real firm.

Exit planning isn't a sudden decision—it's a years-long process that protects your business value, family wealth, and pe...
10/07/2026

Exit planning isn't a sudden decision—it's a years-long process that protects your business value, family wealth, and peace of mind.

Start years ahead: Build clean financials, transferable systems, and leadership structures that reduce founder dependency—buyers pay for performance, not potential
Clarify objectives early: 75% of founders feel regret within a year of exiting because they lacked clarity on what success looks like beyond the sale price
Prepare for options and surprises: Evaluate multiple exit paths, plan for taxes and wealth transfer, and put contingency plans in place for the unexpected
Source: https://bit.ly/4c7oZwS

Most entrepreneurs focus on building their business, not planning their exit. However, early exit planning is critical to protecting value, legacy, and what comes next.

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419 Keller Parkway
Fort Worth, TX
76248

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3:30pm

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