Medicare’s Open Enrollment period begins on October 15 and runs through December 7. If you are covered by Medicare, it’s time to compare your current coverage with other available options. Medicare plans can change every year, and you may want to switch to a health or prescription drug plan that better suits your needs or […]
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Sandwich Generation: Balancing Family and Financial Needs
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you’ve joined the […]
Read MoreGhost Tapping Scam: How to Protect Your Money
As more people use tap-to-pay technology for everyday purchases, scammers have found a new way to exploit that technology in the form of ghost tapping. And while ghost tapping sounds like something out of a scary movie, it’s a scam that can have very real consequences. Tap-to-pay technology is designed to make payments quick and […]
Read MoreTreasury Yields Rise: What Higher Rates Could Mean
A sell-off in U.S. Treasury bonds has pushed longer-term yields sharply higher, with repercussions that could ripple across the economy. On September 1, 2026, the yield on the 10-year Treasury note, which had dipped below 4.0% in February, had risen to nearly 4.8%, the highest level since early 2025. The 30-year Treasury yield hovered around […]
Read More401(k) Retirement Plan: 5 Steps to Get on Track
Each year following Labor Day, the Plan Sponsor Council of America (PSCA) observes 401(k) Day to remind workers of the benefits of saving and investing through a 401(k) plan and to provide employers with related educational resources. This year marks the 30th anniversary of the observance. The 2026 theme is “Never Too Little, Never Too […]
Read More21st Century ROAD to Housing Act Expands Housing Opportunities
The 21st Century ROAD to Housing Act is a new bipartisan federal law that is designed to expand housing options for Americans across the country. Here is a summary of the major goals and provisions. Building more homes Certain approval processes will be streamlined to help speed up housing construction. The law also encourages the […]
Read MoreIRS Mileage Rate Increase Takes Effect for Second Half of 2026
In an unusual mid-year action, the Internal Revenue Service has announced an increase in the optional standard mileage rates for computing the deductible costs of operating an automobile for business, medical, and moving expense purposes for the second half of 2026. This change was announced in Internal Revenue Bulletin 2026-29. The mid-year change was attributed […]
Read MoreBillions of AGI Shifting to Lower-Tax States
According to the latest IRS Migration Data released in early 2026, a trend in taxpayer relocation is emerging: Taxpayers are leaving states with higher income tax rates and moving to states with lower income tax rates.1 But the migration is about more than just population shifts — billions of dollars in adjusted gross income (AGI) is […]
Read MoreTrade Roundup: New Tariff Actions and Rates
On July 24, 2026, the United States imposed a fresh round of tariffs on goods from 60 trading partners, citing Section 301 of the Trade Act of 1974. Imported goods are subject to a baseline duty of 10% or 12.5%, depending on the trading partner’s efforts to address alleged forced labor practices. A temporary 10% […]
Read MoreStudent Loan Auto Pay Discount Increases to 1% for Eligible Borrowers
The U.S. Department of Education has temporarily increased the interest rate discount for federal student loan borrowers enrolled in auto pay from 0.25% to 1% as of July 1, 2026. The enhanced discount will remain available through June 30, 2028, and applies to borrowers already enrolled in auto pay as well as borrowers who sign […]
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