Start Of Year Planning Guide For 2026

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The beginning of the new year is the perfect time for a financial check-up and to discuss the various factors influencing your planning. In addition to reflecting back on the prior year, you may be particularly motivated to consider making financial resolutions for the future. To help you make a fresh start this year, I created this guide that will help you identify topics you should plan for in 2026.

Important Numbers in 2026

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There are lots of important numbers that you need to keep in mind. In some cases, those numbers are annual limits that change each year. I’ve created this handy two-page reference guide that covers the most important annual limits as well as figures that are commonly referred to during the year.

401(k) Rollover Decisions

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401(k)s and IRAs have many unique features that may be beneficial to you, depending on your circumstances. The decision to roll funds out of a former employer’s plan involves many factors. This flowchart addresses some of the most common issues that should be considered before doing a rollover.

Life Insurance Policy Guide

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With so many types of life insurance policies to choose from, it can be difficult to understand which policy is best suited for you. With this guide, you’ll be able to quickly differentiate one life insurance policy from another and know whether a particular policy might fit your financial situation and preferences.

Debt Payoff Decisions

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Debt complicates not only our finances, but our emotions too. Much of the stress surrounding debt simply comes from not addressing it in the first place. It’s time to change that! This flowchart covers important decision making factors you must consider when tackling your debts and identify the most optimal path for getting there.

2026 Financial Game Changers

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The OBBBA introduced major tax and planning changes, and many could impact you and your financial plan. To help make sense of it all, we’ve put together this guide to break things down and highlight what to pay attention to.

End Of Year Planning Issues in 2025

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Tracking numerous deadlines and avoiding missed planning opportunities can be challenging. To help ensure that you remain on track, I created this checklist that outlines 19 time-sensitive considerations to guide your end-of-year review and tee up any adjustments for the coming year.