October

• HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

  This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

• Index Funds: Traditional and Not-So-Traditional

  While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

• Moving to Another State? Consider These Tax Moves

  Moving to a new state may have tax consequences that can follow you long after you settle in.

• Making It Make Sense: The Roth 5-Year Rule

  Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

• New and Improved Tax Treatment for Qualified Small Business Stock

  The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

• Financial Tools That Can Help Americans with Disabilities

  Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

September

• Test Your Knowledge of Estate Planning

  Taking this quiz may help increase understanding of estate planning.

• Medicare Open Enrollment: A Time for Choices

  Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

August

• HOT TOPIC: 530A Trump Accounts Officially Open

  A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

• Strategies for Taking RMDs

  This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

July

• Midyear Checkup: Can You Contribute More to Your Retirement Plan?

  With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

• Taxing Social Security Benefits: Clearing the Confusion

  The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

June

• HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

  This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

• Goodbye Passwords, Hello Passkeys

  As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

May

• The Evolution of Retirement Savings

  The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

• Don’t Overlook the Value of Social Security Survivor Benefits

  While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

April

• HOT TOPIC: The Iran War, the Economy, and Your Portfolio

  This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

• New Auto Loan Interest Deduction Explained

  The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

March

• Key Retirement and Tax Numbers for 2026

  This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

• Could an HSA Strengthen Your Retirement Strategy?

  After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

February

• Keeping Cool in Volatile Markets

  Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

• Q&A on RMDs

  Here are answers to some key questions about required minimum distributions.

January

• Key Tax Law Changes to Higher Education Coming Soon

  The One Big Beautiful Bill Act includes many provisions that affect higher education.

• Surprise! It’s Retirement Time

  Considering some important issues now could provide more options in the event of early retirement.

December

• HOT TOPIC: The Shutdown is Over: What Now?

  The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

• Beneficiary Designations: Who Gets the Money?

  It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

November

• What Happens to Your Time Horizon at Retirement?

  When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

• Navigating Medicare Open Enrollment

  The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

• Avoiding Probate with a TOD Deed and TOD Account

  In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.