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Introducing the New York State Secure Choice Savings ProgramThe New York State Secure Choice Savings Program is now open for registration. New York Secure Choice is New York State’s retirement savings program for private-sector employees who do not have access to a retirement plan at work.
Getting Ready For TaxesPlenty of tax changes are lining up as the calendar turns toward 2026. Before then, there's also several moves to make filing your 2025 tax return as easy as possible. Here's what you need to know.
Your Year-End Tax & Financial ChecklistYear-end is the last chance to make smart money moves that can reduce taxes and set the stage for a confident start to the new year. Use this checklist to to help cover the essentials.
OBBBA and Alternative Minimum TaxInitially designed to ensure that high income earners who benefit from various deductions and credits still pay a minimum level of tax, the Alternative Minimum Tax (AMT) is imposed at a flat rate tax of 26% or 28%.
Tax Credits for Small Business Retirement PlansSmall businesses can significantly benefit from tax incentives designed to encourage the establishment of employee retirement plans.
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DECEMBER 2025 Q & AQ: What's the difference between the American Opportunity Credit and the Lifetime Learning Credit? A: The American Opportunity Credit is designed for undergraduate expenses (up to $2,500 per student per year), while the Lifetime Learning Credit (up to $2,000 per student per year) offers more flexibility.
Time to Review Your WithholdingsAs 2026 begins, reviewing your tax withholdings is a critical financial step. Withholdings determine how much income tax is deducted from your paycheck, directly impacting your cash flow and tax refund or liability. Life changes—marriage, a new job, or having children— can shift your tax bracket or eligibility for credits, making last year's settings outdated. Incorrect withholdings may lead to owing a hefty sum or receiving a large refund, which means you've overpaid and missed investment opportunities. Use the IRS Tax Withholding Estimator to accurately adjust your W-4 form, ensuring your withholdings align with your 2026 financial goals. This tool takes into account income, dependents, and deductions. Checking early avoids surprises during tax season, optimizes your budget, and ensures compliance with evolving tax laws. Consult your trusted advisors for complex situations to maximize savings and minimize errors. Getting Your Finances Back on TrackThe holiday season often leaves wallets strained, but 2026 can start with financial recovery. REVIEW SPENDING TAKE ACTION
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