Nik Jeevaraj

06/18/2026

Quick retirement question 👇 Do you know how much of your savings Uncle Sam gets when you start withdrawing in retirement? If all your money is sitting in a 401(k) or traditional IRA, every dollar you pull out is taxed as ordinary income. Social Security can become partially taxable too. And if your income crosses certain thresholds, your Medicare premiums go up. None of that has to catch you off guard — if you plan for it now. Our free retirement checklist covers the tax piece (and a lot more) in plain language. No jargon, no sales pitch — just the questions worth asking before you retire.

A FREE 3-part guide for your journey ahead.

06/11/2026

Remember when you were a kid and a scraped knee healed in a day? 😄 Now think about how much longer things take to heal as we get older — physically AND financially. The 5 years before and after retirement are called the ”fragile decade” for a reason. A market drop during that window hits differently than one 20 years out. There's less time to recover. That's why having the right plan in place before you get there matters so much. Our free retirement checklist was built for exactly this moment. It walks you through the three parts of a retirement strategy that can help you feel confident no matter what the market does.

This checklist is for you.

06/05/2026

Retiring in the next few years? This one's for you. 👇 We put together a free guide — The Ultimate Checklist to Help Navigate Retirement — and it covers the 3 things that matter most when you're getting close to the finish line: ✅ Income — will you have enough, and where will it come from? ✅ Market risk — is your money protected when it matters most? ✅ Taxes — are you keeping as much as possible? Inside, you'll find 22 questions that could change how you see your current plan. It takes about 10 minutes to read, and it's completely free. Know someone close to retirement? Tag them or share this — it could make a real difference. 💙

Use this FREE checklist to help kickstart your work-free life.

05/01/2026

Please join us in welcoming Lillian Powell to Ninety Nine Wealth as our new Client Relationship Manger!

Lillian brings a unique blend of business development, relationship management, media experience, event support, and client-focused strategy to our team. With a background in fine art publishing, production, branding, and strategic growth, she has built a strong reputation for helping businesses strengthen relationships, create polished experiences, and connect with clients in meaningful ways.

At Ninety Nine Wealth, Lillian will support our client experience, outreach efforts, referrals, events, and growth initiatives. Her passion for helping people connect vision, opportunity, and ex*****on makes her a wonderful addition to our firm.

Lillian is also deeply involved in the community through leadership and board-level involvement with organizations including Girls Save the World, DFW Press & Media Club, and the Frisco Film Festival.
We are thrilled to have Lillian on the team and look forward to the impact she will make as we continue serving our clients with trust, excellence, and long-term stewardship.

Welcome, Lillian! https://ninetyninewealth.com/about/

04/03/2026

Tax rules change every year. What you learned five years ago might not apply today. This 2-minute quiz is a simple way to check your assumptions and see where a quick refresh could help.

7 quick questions. A few surprises along the way.

03/27/2026

Most people file taxes every year, yet many are unclear on fundamentals like deductions, refunds, and IRS rules. This short quiz is not about trick questions. It’s about awareness. Take two minutes to test your tax knowledge and see where a little clarity could make a difference.

A quick quiz to test the basics. No math required.

03/20/2026

Tax confidence is not about knowing everything. It’s about knowing what questions to ask. This 7-question quiz is a simple place to start.

Takes 2 minutes. Some answers may surprise you.

03/13/2026

Most people think they understand taxes. A quick 2-minute quiz might tell a different story. Test your tax knowledge and see what you might be missing.

Many people miss at least one. See how you do.

03/05/2026

If you’ve ever thought: “I’ll just file now and deal with planning later”… this is the nudge to do the opposite. This free guide is designed to help you spot opportunities that can disappear once the return is filed. Access it here now.

Discover opportunities hiding inside new (and old) rules

02/26/2026

Quick reminder in the middle of tax season: speed is great… but strategy is better. If you’re filing soon, take 10 minutes first. This guide lays out 5 tax-saving areas worth checking before your return is submitted. (Once you file, a lot gets harder to change.) Read/download free 👇

Are you up to date? Or will your tax savings disappear?