Nik Jeevaraj

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?

02/19/2026

If tax law changes make you feel like you're guessing... you're not alone. But here's the good news: Uncertainty can also create opportunities if you know where to look before you file. This free guide breaks down five areas to review (including retirement accounts and investing ”in the right place” for taxes).

Run toward the opportunity uncertainty presents

02/12/2026

Tax season is underway, and the biggest tax-saving decisions usually happen before you click ”file”. If you're a high earner (or you've built a sizable portfolio), there may be opportunities hiding in both new and old rules. Grab this free, quick-read guide that walks through 5 areas to check before you file.

Depends on what you do now. FREE GUIDE

01/29/2026

No two retirements look the same; your income strategy shouldn’t either. From Social Security decisions to withdrawal timing and tax considerations, your choices should reflect your goals and priorities. This guide helps you sort through the options and ask better questions before making decisions. 🔎 Get clarity with the Retirement Income Planning Guide.

Get clarity on your income options