Wealth Management

The Best Tax Moves to Make Before the End of 2026
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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.

Is There a Downside to Switching Insurance Frequently?
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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.

Tax-Savvy Ways to Leave Money to Your Kids
Featured

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.

Grandparents and Trump Accounts: The Gift Tax Question the IRS Just Answered
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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?

Medicare’s GLP-1 Bridge Program and Its Exceptions
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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.

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The Best Tax Moves to Make Before the End of 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.

Is There a Downside to Switching Insurance Frequently?

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.

Tax-Savvy Ways to Leave Money to Your Kids

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.

Grandparents and Trump Accounts: The Gift Tax Question the IRS Just Answered

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?

Medicare’s GLP-1 Bridge Program and Its Exceptions

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.

Medicare’s $2,100 Ceiling Part D Drug Costs

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.

Shopping for Long-Term Care Insurance at 50, 55, 60, and 65? What You Need to Know

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.

What Triggers a Tax Audit?

What Triggers a Tax Audit?

Fewer IRS audits don’t mean taxpayers can afford to let their guard down.

The Widow’s Penalty Nobody Plans For

The Widow’s Penalty Nobody Plans For

Losing a spouse can also mean facing a higher tax bill, even with less income.

What to Do When Your Health Insurer Says No

What to Do When Your Health Insurer Says No

Health insurance claim denials are common, but many can be overturned through the appeals process.