Changes coming for Social Security and Medicare in 2026
December 3, 2025
Social Security's 2026 COLA is increasing, and so are Medicare Part B costs. Here are some planning considerations to prepare for these key updates.
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Four considerations for year-end charitable giving
The OBBBA introduced new provisions for charitable giving beginning next year that may impact the tax benefit of giving strategies. Here are four key questions to evaluate now when considering donations for 2025.
Planning for new tax deductions at year end
As year-end approaches, it’s important to estimate income before acting on deductions. Most new deductions are available regardless of itemizing, but there are exceptions. Here are some highlights of the new deductions.
A checklist may help taxpayers navigate year-end planning
Review and adjust investments, estimate income, maximize retirement savings, consider charitable donations are among many year-end planning ideas. Here is a checklist to use as a guide when planning.
Optimize wealth transfer with a step-up in cost basis strategy
The OBBBA raises the federal estate tax lifetime exclusion permanently to $15 million next year, with inflation adjustments for future years. Our Bill Cass explains how income tax efficiency through strategies like step-up in cost basis and optimizing asset distribution for heirs may make sense.
The importance of planning for Social Security survivor benefits
Social Security is a vital component for retirement. Learn more about maximizing benefits as a married couple and how to mitigate longevity risk. Here are claiming options for married couples..
Three things to know about Medicare
Medicare provides health coverage for more than 60 million individuals. Understanding the details about enrollment periods and plan coverage is critical to getting the right plan for retirement. Here are some highlights of the program.
Maximizing your tax benefits: Key considerations for the OBBBA
The One Big Beautiful Bill Act (OBBBA) solidifies the current tax rate schedule, introduces new tax changes for individuals and businesses, and offers opportunities tax-smart strategies. Here are some planning considerations for 2025 and beyond.
How businesses may benefit from the OBBBA
The One Big Beautiful Bill Act offers valuable tax benefits specifically for businesses. Here are some of the highlights of the new law and how business owners may benefit.
Consider these essential legal documents before your child leaves for college
Before children head to college, parents should prepare a health care proxy, durable power of attorney, and other key documents to manage medical and financial affairs if needed. Here is some important kneed-to-know information.
Thinking about college? Here's a checklist for the high school years
For many students, high school is about preparing for college. Our Bill Cass reviews a four-year plan with action items for both parents and students.