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Financial Planning Issues for New Parents

As you prepare for life with your new child, it’s time to prepare a new financial plan for your family or make any necessary changes to your existing plan.

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Understanding the “No Tax on Tips” Deduction

If you’re one of the estimated six million taxpayers working in a job where you receive tips, you may be interested in learning more about the new “no tax on tips” deduction.(1)

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Phased Retirement Can Help Smooth the Transition

Two-thirds of Gen X and 56% of millennials would prefer to gradually decrease their hours or work a more flexible schedule as they transition to retirement.

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Tariffs Helped Drive Decline in Trade Deficit

The U.S. trade deficit in goods — the target of tariffs — increased by about 2% in 2025.

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Student Loan Interest Rates Rise Slightly for 2026-2027

Every May, interest rates on federal student loans are recalculated for the upcoming school year.

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