How to Plan Charitable Giving in 2025 for Maximum Tax Benefits
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How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

A last-chance guide to making smarter charitable gifts in 2025 before stricter 2026 tax rules take effect.
Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers
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Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

The One Big Beautiful Bill Act updated the tax code with bigger deductions and new credits to help reduce your overall tax burden.
What Happens to Your Finances When You Die Without a Will?
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What Happens to Your Finances When You Die Without a Will?

Dying without a will means state law decides who gets your assets.
Take a Bite out of Dental Costs
Featured

Take a Bite out of Dental Costs

Losing employer dental coverage in retirement can be costly. Here are smart ways to save on care.
Mortgage Interest Deduction: The Limit and How It Works
Featured

Mortgage Interest Deduction: The Limit and How It Works

The mortgage interest deduction can cut your taxes, but only if you itemize and meet IRS limits.

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How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

How to Plan Charitable Giving in 2025 for Maximum Tax Benefits

A last-chance guide to making smarter charitable gifts in 2025 before stricter 2026 tax rules take effect.
Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

Beyond ‘No Tax on Tips’: 7 Key OBBB Provisions for Individual Taxpayers

The One Big Beautiful Bill Act updated the tax code with bigger deductions and new credits to help reduce your overall tax burden.
What Happens to Your Finances When You Die Without a Will?

What Happens to Your Finances When You Die Without a Will?

Dying without a will means state law decides who gets your assets.
Take a Bite out of Dental Costs

Take a Bite out of Dental Costs

Losing employer dental coverage in retirement can be costly. Here are smart ways to save on care.
Mortgage Interest Deduction: The Limit and How It Works

Mortgage Interest Deduction: The Limit and How It Works

The mortgage interest deduction can cut your taxes, but only if you itemize and meet IRS limits.
Qualified Business Income Deduction Can Save You up to 20 Percent

Qualified Business Income Deduction Can Save You up to 20 Percent

A powerful tax break for small business owners just got permanent. Here’s what to know.
Will You Benefit From No Taxes on Tips?

Will You Benefit From No Taxes on Tips?

The IRS just named which jobs qualify for the new $25,000 tip deduction—see if yours made the list.
How Can I Afford My Rising Property Taxes and Home Insurance?

How Can I Afford My Rising Property Taxes and Home Insurance?

Even with no mortgage, property taxes, insurance, and maintenance can strain retirees—appeal taxes, compare insurance, and budget for repairs.
Creating an Estate Plan for 2026

Creating an Estate Plan for 2026

Plan today, protect tomorrow. Here’s how to secure your legacy.
Are You Ready for the 2026 Medicare Enrollment?

Are You Ready for the 2026 Medicare Enrollment?

Open enrollment runs through Dec. 7—here’s what to know before Medicare costs rise.