Newsletters
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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
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Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
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Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.