07/07/2026
Mid-year is a great time to start planning for your taxes.
Waiting until tax season often means your options are limited. Planning now gives you time to make thoughtful decisions before year-end.
Consider a few questions:
• Has anything changed this year, such as a retirement, job change, inheritance, or sale of a business?
• Are you planning to sell investments, start Social Security, make charitable gifts, or convert money to a Roth IRA before year-end?
• Are there any major financial decisions coming in the next six months that could affect your taxes?
Taking a few minutes now to think through these questions can help you identify opportunities while there's still time to act.