Get a jumpstart on year-end planning with this useful checklist
October 30, 2024
Year-end can be an opportune time to review finances, rebalance portfolios and possibly reduce taxes.
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Medicare open enrollment presents opportunity to change existing plans
Medicare open enrollment, which is currently underway and runs until December 7, allows individuals to change or sign up for plans, as well as potentially improve their coverage.
Surviving disaster: Key considerations for moving ahead
Surviving a disaster involves securing safety, accessing help from agencies, and documenting damages for insurance claims. Here are some resources for financial relief, emergency funds, and insurance and tax considerations.
US elections: How the presidential candidates stand on taxes
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.
How the expiring TCJA could impact your tax bill
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.
Five observations on the expiration of the Tax Cuts and Jobs Act (TCJA)
Here are some planning considerations for taxpayers as the Tax Cuts and Jobs Act is set to expire at the end of 2025.
Age milestones can trigger financial planning actions
Many financial planning actions are linked to age milestones. See how key birthdays and other dates could signal financial planning moves.
Unwinding the 10-year rule for inherited retirement accounts
Calculating the age when retirement account owners need to begin taking distributions is key for heirs to understand how to implement the 10-year rule for inherited accounts.
Navigating financial aid: New FAFSA rules and tips for families
Recent changes to the FAFSA form and process include a simpler form, fewer questions and a revised eligibility formula.
Consider packing a legal safety net before students leave for college
College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies.