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After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.

For many years, you’ve been the captain of your ship. Running your own business hasn’t been easy, and success was never guaranteed. Retirement planning is the next uncharted waters for you, and there’s no one-size-fits-all map. Ultimately, as a business owner, you must create a unique retirement strategy that often differs greatly from an employee’s. This means setting up a succession plan for your business and a retirement income plan for yourself that fits your unique needs.

Happy Birthday! Now the real fun begins. Before you begin planning your retirement, be sure to mark these important dates in your calendar. Starting at age 50, several birthdays – including “half-birthdays” – are critical to understand because they have implications regarding your retirement income.

Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Optimizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.

Planning for retirement is never a “set it and forget it” activity: There are unexpected disasters, market drops, and changing laws that invariably cause retirees to reevaluate their plans of action. There’s no way to predict everything that will cause market downturns, but you can prepare yourself by having a solid financial plan in place.

In 2023, we saw a continuation of market turbulence, loosening of labor markets, and lighter inflation due to economic tightening from the Federal Reserve.¹ Compared to a couple of years ago, you may have noticed higher prices on the items you buy every week and may be wondering if we’ll continue to see high inflation. Nobody can predict the future, so if you’re nearing or in retirement, you should aim to protect yourself from the eroding effects of inflation.

(1) https://tradingeconomics.com/united-states/interest-rate

Who will win this presidential election is anyone’s guess. We may be rooting hard for one candidate based on our political views and our view of what a stronger nation means, but when it comes to finances and retirement, it’s important to dig below our emotions and understand the financial impact of elections and presidencies on retirement finances.