With 2026 on the horizon, now is a great time for investors and retirement savers to stay informed about the updates that could influence their financial strategies. This includes changes to retirement plan and HSA contribution limits, gifting rules, and the latest Social Security and Medicare adjustments.
Big changes are coming to the tax code. A sweeping new bill has locked in lower tax rates for the long haul, while adding fresh incentives for families, seniors, and small business owners.
We get it. You filed your taxes and you don’t want to have to think about it again until next year. But this is exactly the time you should start thinking about how to plan for the year! Here are effective ways to help you minimize the amount of taxes you pay in 2025 and beyond.
A lot of times we get this question from people: What do you guys do? It is actually a great question and we break it down.