With this summary guide, you can quickly navigate the upcoming tax changes that will take place at the end of 2025 and start having conversations with your tax advisor or financial advisor about how your tax planning needs might change. This summary guide covers some key comparisons of the TCJA and Post-TCJA tax numbers, such as:
There are lots of important numbers that you need to keep in mind when planning for retirement. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference when you need it.
This quick reference guide provides key Social Security numbers to help you in planning. The percentages shown here are applied to the primary insurance amount (PIA) of the worker on whose earnings record benefits are being claimed. The PIA can be found on the worker’s Social Security statement. It is an estimate of the benefit amount if claimed at full retirement age (FRA). You can obtain your latest statement by opening an account at ssa.gov/myaccount.
This quick reference guide provides concise, objective, and easy-to-understand information about Medicare and its many complexities. Each side includes critical information about insurance choices, when to apply, premiums and deductibles, and references to other resources to make healthcare planning more efficient and effective.
There are a lot of rules to remember about who signs up for Medicare and when. Use our easy-to-use guide to help you better understand the Medicare enrollment process.
Unfortunately, identity theft is likely to impact us all at some point. However, knowing what steps to take to avoid or at least minimize significant damage to your financial life can be confusing to say the least. We created this easy-to-follow guide on steps to take immediately, what steps to take next and additional steps you may want to take to avoid future issues.