Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. The year 2025 is quickly coming to a close, and with it comes ...

As the year winds down, many people meet with their advisers to revisit taxes, estate plans and retirement accounts. This is a familiar routine, but 2025 is not an ordinary year. Several tax ...

As we approach the end of 2025, we wanted to highlight some key issues to think about before year-end, and items to consider for the new year. At this late juncture, hopefully our readers have already ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Every year, financial advisors talk about “year-end ...

For some, the end of Halloween ushers in the holiday season. For personal finance nerds like me, it means that it’s time for year-end tax and financial planning. Because there are so many features of ...

As the year winds down, it’s easy to get caught up in the bustle of the holidays and the rush to wrap things up at work and home. But before the calendar turns, it’s also the perfect time to pause, ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. As the year draws to a close, many of us use the slower pace of the holidays ...

As the year comes to a close, the holiday season offers a natural opportunity to reflect—not only on family and traditions, but also on important planning considerations that can have lasting ...

As we wrap up the year, giving to your favorite charity can bring a sense of happiness, purpose and fulfillment. Many people give because they want to make a positive impact on their community or ...

While 2026 retirement plan contribution limits were delayed by weeks, it is business as usual for payroll providers and recordkeepers’ year-end processes. Though publicized later than usual, the ...