Tax‑Loss Harvesting After OBBBA: What Changed (And What Didn’t) for 2026?
The One Big Beautiful Bill Act fundamentally altered certain parts of the tax code while keeping the status quo on others.
09-3-2026
Latest
Tax Breaks for the Self-Employed
Retirees who work for themselves may qualify for several valuable tax deductions.
08-24-2026
Personal Injury Liability vs. a Bodily Injury Claim
Understanding these insurance coverages can help you avoid costly gaps in protection.
08-21-2026
8 Ways Australians Can Navigate Rising Taxes and Living Costs
'If you dream it, make it happen or forever it will remain a dream,'—consider that thoughtful financial planning is more important than ever.
08-19-2026
The COBRA-to-Medicare Penalty Nobody Warns You About
If you’re 65 and on COBRA, you could be facing a costly Medicare trap.
08-18-2026
Manage an Inheritance Like a Pro
An inheritance can be life-changing, but the wrong moves can create unnecessary taxes and expenses.
08-10-2026
The Best Tax Moves to Make Before the End of 2026
A few smart tax moves before Dec. 31 could save you hundreds or thousands of dollars on your 2026 tax bill.
08-7-2026
Is There a Downside to Switching Insurance Frequently?
Shopping around for insurance can lead to big savings, but only if the new policy offers comparable coverage.
08-5-2026
Tax-Savvy Ways to Leave Money to Your Kids
Smart tax strategies can help you pass more of your wealth to your children instead of to the IRS.
08-4-2026
Grandparents and Trump Accounts: The Gift Tax Question the IRS Just Answered
Can grandparents contribute to a Trump Account without filing a gift tax return?
07-27-2026
Medicare’s GLP-1 Bridge Program and Its Exceptions
Medicare's temporary GLP-1 Bridge Program expands access to certain weight-loss drugs for eligible beneficiaries through 2027.
07-24-2026
Medicare’s $2,100 Ceiling Part D Drug Costs
Medicare Part D now caps annual out-of-pocket prescription drug costs, offering greater financial protection for beneficiaries.
07-22-2026
Shopping for Long-Term Care Insurance at 50, 55, 60, and 65? What You Need to Know
Your age when shopping for long-term care insurance can have a significant impact on both eligibility and cost.
07-16-2026
What Triggers a Tax Audit?
Fewer IRS audits don't mean taxpayers can afford to let their guard down.
07-14-2026
The Widow’s Penalty Nobody Plans For
Losing a spouse can also mean facing a higher tax bill, even with less income.
07-13-2026
What to Do When Your Health Insurer Says No
Health insurance claim denials are common, but many can be overturned through the appeals process.
07-9-2026
How to Lend Your Child Money for a Home Purchase Without Creating a Tax Problem
What are the IRS rules for a family loan toward a home purchase down payment?
07-7-2026
How to Tackle Estate Planning Basics in 6 Steps
A solid estate plan starts with the right documents and regular updates.
07-7-2026
IRMAA and the Medicare Surcharge Trap: How It Happens and How to Appeal
An income-related monthly adjustment amount surcharge can raise your Medicare premiums, but some increases can be appealed.
07-2-2026
How to Fill up Lower Tax Brackets Strategically
Managing your income around federal tax brackets can help you pay lower taxes in the long run.
07-1-2026
Tax Breaks for Caregivers
Tax breaks for caring for an elderly parent may include dependency credits, medical deductions, and caregiver tax benefits.
07-1-2026
The Downsizing Audit: Home Sale Capital Gains Exclusion
How do I avoid capital gains tax when selling my home to fund retirement?
06-30-2026
Estate Planning Mistakes Even the Wealthy Can Fall For
Even a well-crafted estate plan can fail if key documents, beneficiaries, or trusts are overlooked.
06-24-2026