10 Year-End Tax Moves Every High Earner Should Make
Catherine Valega Catherine Valega

10 Year-End Tax Moves Every High Earner Should Make

Year-End Tax Planning Strategies for High Earners and High-Net-Worth Families. Key year-end financial and tax strategies high earners should consider before December 31, 2025 — including retirement contributions, Roth conversions, charitable giving, RMDs, tax-loss harvesting, and more.

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Navigating Medicare Enrollment and Coverage Strategies

Navigating Medicare Enrollment and Coverage Strategies

When you’re approaching 65, conversations about Medicare start to pop up everywhere—mailers, emails, HR updates, and well-meaning advice from colleagues, friends and family.

But here’s the thing: Medicare is not a one-size-fits-all system. The choices you make—when to enroll, which plan to pick, how to cover prescriptions—can impact your healthcare costs for decades.

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