Tax Planning

09/29/2025

Rebalancing your portfolio before year-end can help manage risk and lock in gains. Don’t forget to review concentrated positions and private investments.

09/22/2025

Social Security's cost-of-living adjustments tell a story about inflation's ups and downs.

From 0% in 2016 to a peak of 8.7% in 2023, these annual COLA changes reflect the economic reality millions of retirees experience. The current forecast shows 2.7% for 2026, but we'll know for certain in October.

Unlike many tax rules that haven't kept pace with inflation, Social Security benefits have been automatically adjusted since 1975. It's a powerful example of what "adjusted for inflation" can mean in practice.

09/22/2025

Hello

09/20/2025

In this month’s market update video, Ivan Gruhl, CFA®, Chief Investment Officer with Avantax, recaps returns for August and then shifts to an update on the federal reserve, the budget deadline, tariffs and our outlook going forward.

In this month’s market update video, Ivan Gruhl, CFA®, Chief Investment Officer with Avantax, recaps returns for August and then shifts to an update on the f...

09/19/2025

Ready to start the new year strong? Then finish this year strong. Update your budget, refresh your estate plan, and explore income growth opportunities. Your future self will thank you.

02/17/2023

Age knows no bounds when it comes to skiing. Travel + Leisure has the best places for seniors to hit the slopes in North America:

These 10 ski resorts in the U.S. and Canada cater to seniors with special events, discounted (or free) tickets, and more.

02/14/2023

Edward Tian, a senior at Princeton, is fighting to protect writing from ChatGPT and other AI used to generate content. NPR has the scoop:

A college kid's mission to prevent misuse of artificial intelligence.

02/10/2023

View this month's planning video as host Gene Bell discusses what’s new and important for taxpayers to be aware of as you prepare for filing season.

02/09/2023

In this month’s market update video, Head of Research, Austin Schaul, CFA®, provides a market update for February. He recaps returns for January and then shifts to a discussion on the Federal Reserve, earnings, the economy and the debt ceiling.

In this month’s market update video, Head of Research, Austin Schaul, CFA®, provides a market update for February. He recaps returns for January and then shi...

02/08/2023

Not sure what you spend your FSA dollars on? AARP can help you make sure you use your benefits before they expire at the end of the calendar year:

With the deadline to use your 2022 FSA dollars looming, here’s a list of eligible expenses.