2026 Tax Law Changes: What the OBBBA Means for Your Financial Plan
The OBBBA permanently changed several key tax rules for 2026 and beyond. This guide highlights the provisions most likely to impact your planning — and explains why revisiting your strategy now matters.
Should I Consider a Roth Conversion? - A Planning Flowchart
A visual guide designed to help you think through the key factors involved in deciding whether a Roth conversion may be worth exploring.
2026 Financial Calendar
A simple reference guide to the most important financial and planning-related dates for 2026.
Your 2026 Financial Reset Checklist
A personal, practical checklist designed to help you review what matters most in your financial life as you move into 2026.
The 2026 Financial Reset Checklist
A thoughtful checklist designed to help you step back, take stock, and decide what deserves attention in 2026 — without pressure or overreaction.
Should You Review or Change Your Medicare Coverage This Open Enrollment Season?
Open Enrollment is the best time to review your Medicare coverage—but most people let their plan automatically renew. Our guide, “Should I Change My Medicare Coverage During Open Enrollment?”, helps you decide whether to stay put or explore better options for your health and budget.
Understanding Medicare Eligibility: Who Qualifies for Part A & Part B
Not sure if you qualify for Medicare yet? Our “Am I Eligible for Medicare Part A & Part B?” guide walks you through who’s covered, how work credits and citizenship affect eligibility, and what to do if you’re not enrolled automatically. It’s the simplest way to understand your Medicare starting point.
Understanding Automatic Medicare Enrollment: What Happens (and What Doesn’t)
Not everyone is enrolled in Medicare automatically at 65—and assuming you are can lead to costly surprises. Our guide, “Will I Be Enrolled Automatically in Medicare?”, explains who qualifies, when coverage starts, and what to do if you need to enroll yourself. A simple read that can save you time, money, and stress.
Avoiding Medicare Enrollment Penalties: What You Need to Know Before You Sign Up
Medicare’s enrollment rules can be tricky—and missing a deadline can lead to permanent penalties. Our “Will I Avoid Medicare Enrollment Penalties?” guide helps you understand when to enroll, what exceptions apply, and how to avoid costly lifetime surcharges. A few minutes of planning now can save thousands later.
Should You Update Your Medicare Coverage This Open Enrollment Season?
Medicare’s Open Enrollment isn’t just paperwork—it’s a chance to make sure your health coverage still fits your needs. Each year, plans change their premiums, drug lists, and provider networks. Our newest guide, “Should I Change My Medicare Coverage During Open Enrollment?”, helps you evaluate whether to stay the course or explore new options. A quick annual review could protect your health and your wallet—so you can move confidently into the year ahead.
Understanding My Tax Return: A Simple Guide for Retirees
Your tax return looks different in retirement. This handout simplifies the process by breaking down income sources, deductions, and tax planning opportunities so retirees can feel confident and prepared each year.
Understanding My Tax Return: A Simple Guide for Working Individuals
Your tax return isn’t just paperwork—it’s a snapshot of your financial year. This handout helps working individuals make sense of income, withholdings, and tax breaks so you can file with clarity and confidence.
Your 2025 Guide to the One Big Beautiful Bill Act Comparison
Discover what the 2025 One Big Beautiful Bill Act means for you in this side-by-side comparison guide. Designed to simplify complex legislation, this essential resource empowers smarter financial planning in the new year.
Your 2025 Financial Cheat Sheet (Now With OBBB Updates)
Need a quick reference for 2025 numbers? This updated two-pager summarizes key tax and planning data post-OBBB—from income thresholds to new deductions—so you can plan with confidence.
Am I Eligible for the Qualified Business Income Deduction?
Curious about the 20% QBI deduction? This guide breaks down who qualifies, what income counts, and how to plan smarter for tax savings.
Understanding IRMAA: Medicare Part B & Part D Surcharge Rules
IRMAA can raise your Medicare premiums—sometimes significantly. This helpful visual explains who’s affected, how it’s calculated, and how to plan for it.
Pivot with a Plan: Rebuilding After Divorce
Divorce is a life-changing event, but it also presents an opportunity for a fresh start. This guide helps you pivot forward with a clear plan to rebuild your financial and personal life.
Pivot with a Plan: A Guided Compass for Rebuilding with Clarity After Life’s Detours
When life throws you off course—career shifts, personal loss, or health changes—it’s easy to feel disoriented. Pivot with a Plan offers a structured yet inspiring path to regain clarity and chart your next chapter with intention and resilience.
Moving Forward: A Divorce Planning Checklist
A practical and empowering guide to help you plan your next steps during divorce. This checklist offers structure, clarity, and confidence as you begin a new chapter.
Finding Your Bearings: A Guided Path Through Loss
Navigating the aftermath of loss is never easy. This thoughtful guide helps you find direction—emotionally, practically, and financially—so you can move forward with peace and support.