What are the 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

Palmer Wealth Group

Home
United States
Fort Worth, TX
Palmer Wealth Group

Directions Website

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.

10/28/2026

By the time most retirees see their first Medicare bill, the decisions that shaped it were made two years earlier.

For high-income households, a single year of elevated income (a Roth conversion, a deferred compensation payout, the sale of a business) can shape Medicare premiums for years to come. Most families never see it coming, because the rule works backward. Medicare looks at the tax return you filed two years ago to decide what you pay today.

Our newest Insights piece walks through what that planning window looks like for Texas households.

Read the full article at https://palmerwealthgroup.com/medicare-irmaa-planning-for-texas-high-income-retirees/

This post is for informational purposes only and does not constitute tax, legal, or investment advice.

IRMAA planning Texas: income at 63 sets Medicare premiums at 65. See the two-year lookback, the HSA six-month trap, and when the cliff is worth it.

10/27/2026

One in three small business owners are taking home less pay to keep up with rising business costs. That may help avoid a price increase for now, but it can put more pressure on the owner’s personal finances. Here’s what to know if you’re a small business owner:

Know what you’re giving up: A smaller salary can make margins look healthier on paper while reducing what you can save for retirement or emergencies at home.

Set an end date: A pay cut meant to last a few months can quietly become permanent if there’s no trigger for a pricing review.

Raise prices selectively: Adjusting prices on less price-sensitive products or services may help ease the squeeze without making broad increases across the board.

See how to protect both your business and your personal finances as costs rise: https://bit.ly/4ByaOLS

Small business owners are covering rising costs from their own paychecks instead of raising prices. Here's what the data shows and the risks involved.

10/27/2026

AI data centers need enormous amounts of electricity to run. As more are built, utilities may have to upgrade the power grid, and some of those costs can end up being shared by nearby households. Here’s what to know.

One facility can rival a small city: A single hyperscale AI data center can use enough electricity to power around 100,000 homes for a year.

The bill can get shared: Utilities may spread some infrastructure costs across customers, even when upgrades are needed largely to serve new data centers.

Some companies are stepping up: Microsoft and Google joined a 2026 agreement to help finance the energy and infrastructure their facilities require, though the consumer impact will depend on how those commitments are implemented.

See how the growth of AI data centers could affect electricity costs: https://bit.ly/4jBZ0BI

Data centers consume a lot of water and electricity, but they can also have a frustrating effect on consumer power bills. Here's what you need to know.

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.

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.

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.

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.

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.

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.

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.

Address

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

Website

https://palmerwealthgroup.com/

Alerts

Be the first to know and let us send you an email when Palmer Wealth Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.