Keeping You Informed 

What are new tax laws you can take advantage of in 2026? As former Senator Max Baucus once observed, "tax complexity itself is a kind of tax." While this is the case every year, this is especially true in 2026 as many significant tax policy changes create new tax and financial planning opportunities. From new restrictions on retirement catch-up contributions to expanded deduction limits, understanding these tax law changes is essential for making informed decisions in the coming year. These changes require careful planning at the start of the year, particularly those over the age of 50 with higher incomes. Rather than viewing tax policy shifts as individual changes, informed taxpayers can view them as opportunities to refine their strategies and strengthen their long-term plans.

The end of the year is the perfect time to review tax strategies and financial plans, since many tax deadlines fall on December 31. What tax matters should you consider in the final weeks of the year?

Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.

What Is the Impact of a Government Shutdown on the Markets and Economy?

What do corporate earnings reveal about tariffs? While investors always look to corporate earnings for clues about how businesses are performing, the current earnings season arguably carries greater importance due to tariffs. Although major stock market indices have reached new all-time highs as trade tensions have stabilized, there is still uncertainty as to how tariffs might affect consumers and businesses. Fortunately, new trade agreements are being announced, and corporations are reporting earnings that are beating expectations.

Recent tensions between the White House and Federal Reserve have brought the topic of Fed independence into focus. This is because there can be a natural friction between elected officials and the Fed, since they each have unique goals and incentives.

Knowing what tax bracket you fall into for 2025 will help you estimate your tax liability. Here, we share these brackets, as well as some tips on reducing your tax burden.

With Tax Day right around the corner on April 15, it’s easy to feel overwhelmed. Even if you’re short on time, you can still file your taxes accurately and on time with focus and preparation. These last-minute tips will help you navigate the process efficiently and avoid unnecessary stress.

This blog will be about what 401(k) hardship withdrawals and loans are and their considerations before using these funds to pay for a financial emergency.

“Is it too late to save for college?” Saving for higher education tax efficiently is possible no matter when you start.

How do do you talk to aging parents about their finances?

What are the 2025 Health Savings Account (HSAs) contribution limits?

This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

This blog will be about filing a final tax return for a loved one who has passed away. It includes information that the person filing will need and discusses how to make the process easier.

The tax season is officially here. If you haven't already, now is the time to get prepared.

If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work in some capacity? Will changes in your income sources affect your standard of living?

The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned income last year, you may be able to contribute up to $6,500 for 2023 ($7,500 for those age 50 or older by December 31, 2023) up until your tax return due date, excluding extensions. For most people, that date is Monday, April 15, 2024.

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. Overall, more than 60 provisions have changed. While these taxes are not due for some time, it may benefit you to start thinking ahead. Some of the key 2024 numbers are listed below, with the corresponding limit for 2023

What changes has the IRS made for required minimum distributions for 2023?