With year-end looming, consider taking action now to determine if annual gifts make sense. Here are some useful strategies to consider for estate planning.
In 2025, Social Security will see a 2.5% cost-of-living adjustment. At the same time, Medicare Part B premiums and the annual deductible will increase. Here are the key changes planned for Medicare and Social Security.
Before the year 2024 comes to a close, it's time to potentially optimize your tax strategy.
Retirement plan savers looking to mitigate the risk of future higher taxes may benefit from making after-tax contributions to employer plans.
Year-end can be an opportune time to review finances, rebalance portfolios and possibly reduce taxes.
Medicare open enrollment, which is underway and runs until December 7, allows individuals to change or sign up for plans, as well as potentially save money and improve their coverage.
Surviving a disaster involves securing safety, accessing help from agencies, and documenting damages for insurance claims.
Taxes are top of mind for many. See what the US presidential candidates think about tax policy as we enter the final weeks before the election.
The expiration of the TCJA in 2025 could mean a tax increase for many taxpayers. But the impact varies based on income, location and personal situation.
Here are some planning considerations for taxpayers as the Tax Cuts and Jobs Act is set to expire at the end of 2025.
Many financial planning actions are linked to age milestones. See how key birthdays and other dates could signal financial planning moves.