As 2025 ends, it’s the perfect time to reflect on this year’s biggest financial changes, from the One Big Beautiful Bill to shifting interest rates, inflation, and market swings. This article breaks down what these updates mean for your retirement plan and outlines key steps to set clear goals for 2026, refine your income strategy, review benefits and taxes, and build a confident plan for the year ahead.

Make the most of the final months of 2025 with smart, strategic financial moves. This year-end guide covers key tax-saving opportunities, contribution deadlines, charitable giving tips, and planning strategies to help you reduce your tax bill, boost savings, and start the new year with confidence.

More than 150 million individual tax returns are filed each year in the U.S., according to the IRS, yet many taxpayers miss out on...

Learn about the goals, priorities and strategies associated with the three stages of tax planning in retirement.