As we begin a new year and consider the opportunities ahead, reflecting on the past year helps put today’s financial landscape into perspective and informs the strategies that can move us closer to our goals.
Year-End Giving Strategies: Tax-Smart and Impactful. A third of annual donations: About one-third of all charitable contributions are made in December. Donating before December 31 may offer tax advantages. New rules starting in 2026 (via the OBBB Act) may affect deductions for high earners and corporations.
Year-end holidays may be a good time to initiate a discussion about financial matters that may impact your family. If you have adult children, you may want to discuss your financial situation, estate strategy, and legal preparations for the future with them.
Receiving a bonus, inheritance, or an increase in income often prompts a key financial question: Should I use this money to pay off my mortgage, or invest it?
We've seen a sharp rise in scams over the past year, many of them more convincing, personalized, and sophisticated than ever. While older adults remain a top target, the tactics are evolving to exploit just about anyone. Today's scams are designed to catch people off guard, from AI-generated phone calls and fake tech alerts to phishing emails that appear legitimate.
Explore how the One Big Beautiful Bill may affect taxes, deductions, and credits now and in the years ahead.
