Many people know that they’re eligible for Social Security benefits; but did you know that there’s also a provision for spouses regardless of whether they’ve contributed to the program? You might also be eligible to claim spousal benefits if …

The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and estate tax exemptions, among other provisions. The law stipulated that some of those tax breaks would sunset at the end of …

In today’s age of convenience, subscriptions have become a part of everyday life. From streaming services to fitness apps, it seems like everything comes with a subscription model. Americans spend an average of $924 per year on subscriptions.1 While these …

Inflation is a ubiquitous economic concept that impacts the everyday lives of people around the world. It’s a critical factor in understanding the rising prices of goods and services, affecting everything from the cost of groceries to the value of …

Losing a loved one is an emotionally challenging experience, and the aftermath often includes lots of paperwork, including the daunting task of handling your loved one’s financial affairs. One of these tasks is filing taxes on behalf of the deceased. If …

Running a business presents unique challenges and opportunities that can significantly impact retirement planning. Here, we’ll share some reasons why retirement planning differs for business owners and explore some key considerations they should consider …

Currency Risk History has shown that successful investing requires discipline and patience. When emotions and investment risks run high, it can be easy to lose focus on your investment strategy. To help you overcome these challenges, here are some important …

Early retirement may seem like a dream come true. However, you need to be well prepared if you want to retire early. If you’re not prepared, you might run into complications. Here are a few things to consider before retiring early. Will You Have Enough …

As we approach the end of 2024, Social Security and CMS (Centers for Medicare and Medicaid Services) recently released their annual updates. Social Security recipients will see a 2.5% cost-of-living adjustment (COLA) for 2025. For the national average Social …

With Medicare open enrollment underway, an important change is coming next year that everyone needs to know. Starting in 2025, Medicare Part D will undergo some of the most significant changes in its history, driven by the Inflation Reduction Act of 2022 …