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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Savings Accumulation

Estimate the future value of your current savings.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.