Financial Planning
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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.
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.
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11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with higher Medicare premiums and big out-of-pocket costs.
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Eight Things Medicare Doesn't Cover
Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.
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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.
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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.
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Money for Your Kids? Three Ways Trump's ‘Big Beautiful Bill’ Impacts Your Child's Finances
Tax Tips The Trump tax bill could help your child with future education and homebuying costs. Here’s how.
Tax Tips -
Key 2025 Tax Changes for Parents in Trump's Megabill
Tax Changes Are you a parent? The so-called ‘One Big Beautiful Bill’ (OBBB) impacts several key tax incentives that can affect your family this year and beyond.
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The Roth IRA Advantage: 10 Things Every Saver Needs to Understand
Financial Planning A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can withdraw the money tax-free.
Financial Planning
