Financial Planning
Latest
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10 Retirement Tax Plan Moves to Make Before December 31
Retirement Taxes Proactively reviewing your health coverage, RMDs and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.
By Kate Schubel
Retirement Taxes -
When to Hire a Tax Pro: The Age Most Americans Switch to a CPA
Tax Tips Taxpayers may outsource their financial stress by a specific age. Find out when you should hire a tax preparer.
By Kate Schubel
Tax Tips -
15 Social Security Tasks You Can Do Online
retirement Why visit a government office to get your Social Security business done? You can do much of that online.
By Bob Niedt
retirement -
Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart
retirement -
The Rubber Duck Rule of Retirement Tax Planning
Retirement Taxes How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think.
By Kate Schubel
Retirement Taxes -
Three Popular Tax Breaks Are Gone for Good in 2026
Tax Breaks Here's a list of federal tax deductions and credits that you can't claim in the 2026 tax year. High-income earners could also get hit by a 'surprise' tax bill.
By Kate Schubel
Tax Breaks -
Eight Things Medicare Doesn't Cover
Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
By Donna LeValley
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How Much Umbrella Insurance Do I Need?
umbrella insurance Use our calculator to determine how much umbrella insurance is right for you.
By Rachael Green
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Five Ways Trump’s 2025 Tax Bill Could Boost Your Tax Refund (or Shrink It)
Tax Refunds The tax code is changing again, and if you’re filing for 2025, Trump’s ‘big beautiful’ bill could mean a bigger refund, a smaller one or something in between next year. Here are five ways the new law could impact your bottom line.
By Kate Schubel
Tax Refunds
