February 2026 Newsletter

How Does Your Income Compare?

Almost half of U.S. taxpayers had an adjusted gross income (AGI) of less than $50,000 in 2024.

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkups

A financial wellness checkup can help you move closer to financial stability.

Key Retirement and Tax Numbers for 2026

Here are a few key cost-of-living adjustments announced by the IRS for 2026.

Wealthy Colleges Face Expanded Endowment Tax

Starting in 2026, wealthy colleges will face a new tiered tax on the net investment income of their endowments.

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