December 2025
Three Year-End Strategies That Can Cut Your 2025 Tax Bill
By Robyn A. Friedman Did you lose your job this year and receive a severance payment for which taxes are due? Maybe you inherited money or earned more than expected and face a bigger tax bill than you planned for. Or perhaps you’re just looking to reduce the taxes you’ll have to pay on this year’s…
Read MoreMaking Christmas joyful without the financial strain
The festive season is a time of joy, family gatherings, and giving, but it can also bring a significant financial burden. With the right strategies, however, it’s possible to enjoy Christmas without breaking the bank. Here are some tips to help you save some of your hard earned money and manage your finances during the…
Read More6 Financial Do’s and Don’ts for the Holidays
While you might look forward to attending fun events and spending time with loved ones this holiday season, it’s probably a much different story for your holiday spending. A recent Thrivent survey found that half of Americans were worried about money management over the holidays, and an even larger percentage was looking to cut their expenses. In a recent YouTube…
Read MoreTax-Loss Harvesting and Year-End Tax Planning Turning Market Volatility into Opportunity
Retirees often see volatility as a threat to hard-earned nest eggs, but with careful tax planning, it can also be an opportunity. As 2025 draws to a close, savvy tax moves—especially tax-loss harvesting—can make a measurable difference in your after-tax income, portfolio sustainability, and peace of mind. What Is Tax-Loss Harvesting? Tax-loss harvesting is the…
Read MoreCharitable Donations: The Basics of Giving
Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support. Remember the adage “It’s better to give than to receive”? If your financial goals include giving to causes that are important to you, you can strategize to make the…
Read More9 important money moves to make before the end of the year: Start 2026 off on solid financial footing by checking off these tasks by year-end.
By Bob Haegele – Yahoo Personal Finance The end of the year is more than just holiday parties and last-minute shopping—it’s also your chance to give your finances a strong finish. Before the calendar flips, there are a few smart money moves that can help you lower your tax bill, boost your savings, and set…
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