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Last-Minute Tax Reminders for 2026
Last-Minute Tax Reminders for 2026
Get organized and reduce stress this tax season with these essential last-minute reminders for filing your 2025 tax return efficiently and accurately.
February 18, 2026
2
min read
Phantom Income: When the IRS Taxes You on Money You Never Received
Phantom Income: When the IRS Taxes You on Money You Never Received
Understanding phantom income is crucial for tax planning, especially near retirement. Learn how to manage taxable income you never received.
December 17, 2025
2
min read
Three Tax Planning Moves Worth Reviewing Before Year-End
Three Tax Planning Moves Worth Reviewing Before Year-End
Review key tax moves before year-end to optimize your retirement strategy, including RMDs, Roth conversions, and tax-loss harvesting for a secure financial future.
December 15, 2025
3
min read
Family & Finance: Why These Conversations Matter
Family & Finance: Why These Conversations Matter
Conversations about money within families reduce stress, clarify expectations, and improve decision-making. Discover essential questions to foster financial harmony across generations.
November 12, 2025
3
min read
Smart Year-End Moves That Could Lower Your 2025 Tax Bill
Smart Year-End Moves That Could Lower Your 2025 Tax Bill
Explore seven Q4 tax planning strategies to minimize 2025 taxes, enhance portfolio efficiency, and align your retirement plan with your CPA.
October 15, 2025
3
min read
Retirement Health Care Costs: What You Can Control (and How)
Retirement Health Care Costs: What You Can Control (and How)
Learn how to manage retirement health care costs effectively through timely enrollment, smart insurance choices, tax planning, and preventive care.
September 17, 2025
3
min read
Financial Preparedness: An Overlooked Piece of the Puzzle
Financial Preparedness: An Overlooked Piece of the Puzzle
Learn practical steps for financial preparedness to protect your money and peace of mind during unexpected events.
September 10, 2025
2
min read
The Overlooked Window for Smarter Tax Planning
The Overlooked Window for Smarter Tax Planning
Take control of your tax planning with strategic moves like Roth conversions, RMD management, charitable giving to maximize your retirement savings.
August 27, 2025
2
min read
How Taxes Impact Your Social Security Benefits in Retirement
How Taxes Impact Your Social Security Benefits in Retirement
Learn how Social Security benefits may be taxed and discover recent changes that could affect your retirement income planning.
July 14, 2025
2
min read
Understanding the Importance of a Power of Attorney in Estate Planning
Understanding the Importance of a Power of Attorney in Estate Planning
Learn why a Power of Attorney is crucial for managing your affairs and ensuring your wishes are respected in times of need.
June 24, 2025
2
min read
Posts by Staff writer:
Every so often, someone is surprised by a tax bill that doesn’t seem to line up with the cash they...
As the year winds down, certain financial decisions quietly become time-sensitive. While good...
Most families avoid talking about money. Not because they don’t care, but because they worry those...
As the leaves start to turn and the air gets a little crisper, most people are thinking about...
When people think about retirement expenses, travel and leisure usually come to mind. But the...
September is National Preparedness Month—a reminder to think about how ready we are for life’s...
Most people don’t think about taxes until spring, when the filing deadline is around the corner....
It often comes as a surprise to many retirees, but a portion of your Social Security benefits may...
At some point in life, most of us will need help managing our affairs—whether due to illness,...