Newsletters

• Navigating Medicare Open Enrollment

  The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

• Key Tax Law Changes to Higher Education Coming Soon

  The One Big Beautiful Bill Act includes many provisions that affect higher education.

• New Auto Loan Interest Deduction Explained

  The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

• Closed-End Funds May Offer Higher Income

  Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.