This post was last updated on March 31, 2026, to reflect all updated information and best serve your needs.

Social Security changes from the 'One, Big, Beautiful Bill' could have the longest-lasting impacts on your retirement. Healthcare and tax reforms have dominated headlines, but they also have numerous secondary effects.

This post was last updated on March 30, 2026, to reflect all updated information and best serve your needs.

The Tax Cuts and Jobs Act (TCJA) of 2017 significantly changed our tax landscape. Most changes were temporary and set to expire or “sunset” at the end of 2025. However, this didn’t exactly happen.

This post was last updated on February 24, 2026, to reflect all updated information and best serve your needs.

Getting taxed at the capital gains rate is usually considered better, but what if those gains affect your ordinary income taxes? Understanding when capital gains can push you into a higher tax bracket is very important. The final step of investing success is keeping your hard-earned cash where it belongs – in your bank account!

There’s a ton of noise out there regarding the One Big Beautiful Bill. But how does it affect retirees? For many retirees, there won’t be any major game changers, but there are some key changes you need to know.

Fortunately, there are no significant changes to tax bracket structures. However, there were several changes to standard and itemized deductions, as well as increased gift and estate tax exemptions. We also get some new deductions, lose others, and see many modified credits, deductions, and phase-outs.

Getting accurate and timely information is critical to your success every tax season. Unfortunately, not all of the details about your financial life show up in your tax documents. Your accountant will need your input to understand the context of your tax documents.

You don't want to miss out on any potential tax savings or make a mistake on your taxes. This is why communicating and collaborating with your financial planner and accountant is so important. Timely and accurate information can prevent problems and possibly keep more money in your pocket.