What’s New for 2025?

By Broadridge Advisor Solutions
Posted on December 20th, 2024

To help you stay informed, here are five changes you can look forward to in the new year. Higher catch-up contributions for some. As of January […]

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Social Security COLA Lower for 2025

By Broadridge Advisor Solutions
Posted on December 20th, 2024

The 2.5% Social Security cost-of-living adjustment (COLA) for 2025 continues the return to a more typical adjustment after high inflation resulted in big COLAs in […]

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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes

By Broadridge Advisor Solutions
Posted on October 8th, 2024

The Taxpayer Relief Act of 1997 provided homeowners who sell their principal residence an exclusion from capital gains taxes of $250,000 for single filers and […]

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FAFSA for 2025-2026 School Year Opens December 1

By Broadridge Advisor Solutions
Posted on September 25th, 2024

For the second year in a row, the Free Application for Federal Student Aid, commonly known as the FAFSA, will be delayed. The FAFSA for […]

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If You Don’t Have a Will Yet, Why Not?

By Broadridge Advisor Solutions
Posted on September 25th, 2024

A will is a fundamental estate planning document. It outlines how you wish your property to be distributed, who should handle matters related to settling […]

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Do You Need to Pay Estimated Tax?

By Broadridge Advisor Solutions
Posted on June 26th, 2024

Taxpayers are required to pay most of their tax obligation during the year by having tax withheld from their paychecks or pension payments, or by […]

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Can Home Improvements Lower Your Tax Bill? It Depends

By Broadridge Advisor Solutions
Posted on June 3rd, 2024

Most home improvements are not tax deductible — with one possible exception. In certain situations, you may be able to deduct improvements deemed necessary for […]

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Social Security 101

By Broadridge Advisor Solutions
Posted on June 3rd, 2024

Social Security is complex, and the details are often misunderstood even by those who are already receiving benefits. It’s important to understand some of the […]

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Saving for College: 529 Plan vs. Roth IRA

By Broadridge Advisor Solutions
Posted on June 3rd, 2024

529 plans were created in 1996 to give families a tax-advantaged way to save for college. Roth IRAs were created a year later to give […]

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Housing Market Trends: Are They Helping or Hurting the Economy?

By Broadridge Advisor Solutions
Posted on April 1st, 2024

In an unusual twist, U.S. home values climbed to an annual record of $389,800 in 2023, even as mortgage rates rose to the highest levels […]

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