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As the end of 2024 approaches, taxpayers and advisors find themselves at a pivotal moment—facing not just year-end planning pressures but also the looming sunset of the Tax Cuts and Jobs Act (TCJA). This sweeping legislation, enacted in 2017, brought significant changes to the tax code, many of which are set to expire in 2025. The countdown has begun, and the time to strategize is now. ClientFirst founder Ed Mahaffy recently held a webinar with estate and tax planning attorney Ashley Gill and CPA Ron Meyers to discuss what is changing and strategies to prepare for tax season.

The time leading up to retirement can be filled with excitement, stress, and the undertaking of ensuring long-lasting financial stability. A year or less before making this transition is the time to evaluate your financial status, healthcare needs, and lifestyle plans. Regardless of the retirement you aim for, this approach is built to secure a smooth transition.

FOMC meeting and a somewhat weaker than expected jobs report last week

In uncertain times, our highest priority is helping our clients keep emotions out of investing and ensuring you remain focused on your long-term financial goals.

When planning your retirement income, you should include healthcare costs. Here are some of the top healthcare costs in retirement to consider.

Retirement planning is no easy feat and this is especially true for single women. These 4 tips will help you prepare so that you can have a stronger financial future. Work with a fiduciary financial planner to make sure your needs are always put first when planning for your future.