Quick Reference Guide: Tax Numbers 2025
Quickly access annual retirement plan limits and other tax figures throughout the year using this handy reference guide. It covers most IRS and Social Security figures for 2025.
Lessons From "The Dumb Things Smart People Do with Their Money" By Jill Schlesinger
Read insights from "The Dumb Things Smart People Do with Their Money " by Jill Schlesinger discussed during the Fall 2024 Women's Financial "Book" Club. Discussion questions available for download.
Year-End Tax Checklist
To simplify your year-end tax planning efforts and minimize your tax liability, we recommend a quick review of your Required Minimum Distributions, charitable contributions (including Qualified Charitable Distributions), 529 Plan contributions, and other tax-advantaged retirement contributions.
IRS Inflation Adjustments For Tax Year 2025
In October 2024, the Social Security Administration and the IRS released the inflation adjustments for Tax Year 2025. Review this information to understand how these changes will affect your financial plan.
Is It Time To Review Your Beneficiary Designations?
Relationships change over the years, and you may have forgotten to review your beneficiaries in light of new planning goals. A periodic review will help keep your beneficiary designations in alignment with your overall estate planning goals.
Implications Of Fed Rate Cuts For Consumers And Investors
The Fed Funds rate was reduced on Sept. 18, 2024, and you may be wondering about the implications of this decision on the overall economy including consumer spending, stock market performance, and bond market activity. Here's what you need to know.
Three Red Flags: How To Avoid Bad Financial Advice
Educate your friends and family about the red, yellow, and green flags when selecting a financial advisor. Teach others how to avoid bad financial advice by recognizing these key warning signs.
IRS Issues Final Ruling On Inherited IRA RMDs
This new final ruling now requires annual distributions in addition to the 10-Year Rule for most non-spouse beneficiaries of qualified deferred compensation plans.
Protect Against A Sizzling Hot Market And Wild Weather
Investors experiencing the financial heat wave in the stock market may wonder if a storm is coming and what precautions to take to weather the turbulence. Take precautions to protect your well-being and financial health.
How To Prepare For The TCJA Sunset in 2025
At the end of 2025, the tax provisions within the The Tax Cuts & Jobs Act of 2017 sunsets. What do you need to do to prepare for this eventuality?