
Closing Out the Year with Clarity
Elizabeth Hiza talsk about how to reflect on your year with a little bit of compassion. We’re closing out the year with clarity!
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Elizabeth Hiza talsk about how to reflect on your year with a little bit of compassion. We’re closing out the year with clarity!

The start of a new year is a perfect time to take control of your finances and set actionable 2026 financial goals.

As 2025 ends, taking a proactive approach for early tax planning can help reduce your liability and position you for a smoother 2026.

Tax planners often develop checklists to guide taxpayers toward year-end tax planning and strategies that might help reduce taxes.

Shifting financial goals can affect how much coverage you need. A quick review now can help ensure your protection plans keep pace.

We often hear the phrase “financial freedom” thrown around. It sounds appealing, but what does it actually mean to the average working American?

Financial planning for new parents considers how a baby will affect your budget, checking your insurance, and protecting your child’s future.

Think of your budget goals as your financial wish list and your spending plan as a way to make those wishes a reality.

When it comes to something as personal as our finances, it’s natural that our individual perspectives, experiences, and even our gender can shape how we approach money and who we trust for advice.
This comprehensive study dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!