DNA Financial & Associates

10/09/2026

If you have review Trump Accounts...good. If not read these important tips.

If you have not looked into Trump accounts, do not put it off. Here are some tips.

10/07/2026

Now is the time to visit your tax obligation. Here are some areas worth your attention.

Fall is now upon us meaning there are only three months left to consider making smart moves to manage your tax obligation. With this in mind, why not review the tips included here to see if there is an area or two worthy of your attention. Plus consider a deeper dive into the long held idea of creat...

10/02/2026

Here are key happenings and announcements from the IRS that you should understand.

Here are recent changes as announced by the IRS that will impact most of us.

09/29/2026

We’re heading into the final 100 days of the year, which makes it the perfect time for a quick financial check‑in. Our team at DNA Financial & Associates is taking this time to review tax projections, retirement contributions, insurance coverage, business bookkeeping, charitable giving plans, and upcoming benefits decisions.

A little year‑end prep can go a long way—especially when your plan is personalized to your goals and situation.

If you want to make sure everything is on track before December 31, schedule a year‑end planning check‑in with our team.
Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.

09/25/2026

If you're an independent contractor, don't forget to plan for and pay your taxes. Here are some of the basic rules you need to understand.

Get this wrong and it could cost you and/or your employer. Are you a contractor or an employee?

09/24/2026

As we approach year-end, our team is helping clients think through how charitable giving can support their broader tax planning strategy. Thoughtful approaches like bunching donations, using donor-advised funds, gifting appreciated assets, or making qualified charitable distributions for eligible clients can create meaningful impact while supporting long-term planning goals.

We also encourage donors to align their giving with cash flow, estate intentions, and overall financial priorities. Every situation is different, so it is important to work with qualified tax and financial professionals before making decisions.

If you would like to discuss how charitable giving could fit into your overall tax and financial plan, we invite you to reach out and start the conversation.


Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.

09/21/2026

As business owners, it's easy to focus on day‑to‑day operations and put retirement benefits on the back burner — but regular 401(k) plan reviews can make a big difference for your team and your business.

When we step back to evaluate participation rates, plan fees, match structure, employee education, compliance needs, payroll coordination, and overall plan goals, it helps ensure the benefit stays competitive and aligned with your long‑term strategy.

Our team loves helping employers create retirement plans that support both growth and employee well‑being. If you're thinking about a review or want to talk through your current approach, we’d be happy to discuss your retirement plan strategy.


Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.

09/18/2026

Tax savings ideas still abound. Here are some to consider if you wish to retire early.

The federal government needs all its citizens to plan for a financially secure retirement. In an effort to assist in planning for retirement, there are a number of provisions in the tax code that benefit seniors. Are you aware of them and using them to your advantage?

09/17/2026

Open season is right around the corner, and now is a great time for federal employees to get organized. Our team encourages you to take a high‑level look at your FEHB and FEGLI options, TSP contributions, survivor benefits, and any FSA or HSA considerations that may apply. It can also help to review retirement timelines and tax planning needs so everything works together smoothly.

If you want support getting clarity around your federal benefits, we invite you to schedule a federal benefits review with our team.
Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.

09/14/2026

Required Minimum Distributions play a major role in long‑term retirement income planning, and our team is here to help you stay ahead of the curve. As you approach RMD age, it is important to take inventory of all retirement accounts, understand how tax withholding may affect your distributions, and evaluate whether charitable giving strategies could make sense for your situation.

For pre‑retirees, timing matters. Reviewing Roth conversion opportunities before RMDs begin can help you coordinate future distributions with your overall retirement income plan.

We encourage you to review your RMD readiness and connect with our team to go over your plan together.
Required Disclosure (Social Media):

Investment advisory services are offered through Wealth Watch Advisors, LLC, a registered investment advisor. DNA Financial & Associates provides tax preparation and tax planning services and is not a registered investment advisor. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results.