Every year, the IRS announces adjustments to tax brackets to account for inflation. Given the blazing rates of inflation in 2021, 2022, and 2023, many taxpayers may have become accustomed to significant bracket adjustments. However, with inflation cooling during 2024, the newly announced adjustments are smaller than those of recent years.

As you get closer to your chosen retirement date, it’s not uncommon to feel a sense of unease. Sure, you’ve been saving and planning, but how can you be certain that you’ve done enough?

You've heard the adage, "It takes money to make money." That is very often true. Similarly, it takes income to pay income taxes. If you are in a position where you are offered deferred compensation, you may have the opportunity to pay less in income taxes and have more money when you need it the most.

An incentive stock option (ISO) gives an employee the opportunity to buy shares of their company’s stock at a specific price, during a specific window of time. ISOs can be a powerful investment tool because they allow you to purchase stock at a discount. However, they also come with risk—and potentially significant tax consequences.

Want to feel more confident about your finances? Discover 3 practical ways to build a healthier relationship with money—by aligning spending with values, setting clear goals, and managing emotions around wealth.

Approaching retirement? Discover five essential financial planning steps to help you transition smoothly, avoid common pitfalls, and retire with confidence.

Passed in 2017, the Tax Cuts and Jobs Act (TCJA) made several massive changes to tax laws that were intended to provide millions of Americans with significant tax savings.

In today's world, financial empowerment is a necessity. For women in particular, a deep understanding of financial planning is crucial for crafting a secure future, whether you're just starting your career or nearing retirement. In Build, Protect, Retire, an upcoming Women & Wealth webinar by Wealth Enhancement Group, you will learn how to navigate the complexities of the three main stages of financial planning.

Imagine driving a car without a basic understanding of the rules of the road, or even how to operate it. Scary thought. Here’s another scary thought: Making financial decisions with minimal knowledge about investing, budgeting, and credit. The thing about this scary thought is that it's all too real.

Retirement planning is full of unique challenges and opportunities, especially for women. Women live longer lives than men, which can bring the risk of outliving their retirement savings. When you also consider career interruptions from having children and wage disparities, the "typical" retirement savings strategies become more complicated. Although the potential difficulties may be formidable, there are time-tested ways to surmount them.