Learn what your tax return can tell you about retirement savings, paycheck withholding, interest earnings, and smart money moves for next year.
Learn what asset-based LTCI is, how a long-term care annuity works, and when this option may fit your long-term care planning goals.
REITs can add income and diversification to a portfolio. Learn how real estate investment trusts work, their yields, risks, and rate sensitivity.
The Voice of Experience shares advice on aging from older Americans, offering honest, useful perspective on growing older with confidence.
Wealthy colleges face an expanded endowment tax in 2026. Learn the OBBBA tiered rates, per-student thresholds, and who pays 1.4%, 4%, or 8%.
Key Retirement and Tax Numbers for 2026: IRS updates on standard deductions, IRA contribution limits, and estate and gift tax exclusions.
Break the cycle with a financial wellness checkup. Review goals, re-balance your portfolio, cut debt, and boost credit health for the year ahead.
Chart shoing the adjusted gross income (AGI) of U.S. taxpayers from 2024. Nearly half of taxpayers have a AGI of less than $50,000.
Learn about top tax scams in 2025, from phishing to fake credits, and get simple IRS tips to help protect your refund and personal data.
Learn how RMDs work, which retirement accounts are subject to required minimum distributions, and how withdrawals may affect your income taxes.
Keeping Cool in Volatile Markets shows how staying invested, tuning out noise, and a clear plan can protect long-term returns during sharp swings.
Review a graph showing how employers are planning on working with AI in the coming year. By the numbers, they will want current staff to learn and work more with AI.
Holiday Tipping Etiquette guide to who to tip, how much, and cash vs gifts, so you thank caregivers, staff, and service pros with confidence this season.
Strategies for Smarter Giving from Thornapple Financial Center explain QCDs, bunching deductions, and tax-smart donations to help you give more with confidence.
Law changes coming related to monthly repayment plans per the One Big Beautiful Bill Act. The amount of time a borrower has to repay now depends on the loan balance.
Review a survey of financial capability conducted every three years found a substantial decline in many key measures from 2021 to 2024, a period of high inflation.
