As we near the end of 2025, here's a practical checklist of items to consider that may impact your taxes, investments and long-term financial plan.

As 2025 comes to a close, U.S. markets reflect a year impacted by volatility, shifting policy winds, and the powerful influence of artificial intelligence. We break down the major themes and events that shaped markets in 2025 and look ahead to what investors may face in the year to come.

Pontera is a secure platform that allows us to view and adjust employer-sponsored retirement plans, such as 401(k)s and 403(b)s, without ever taking custody of your assets.

Upcoming elections and federal tax changes may impact your financial portfolio. We've provided the most current updates to help you stay prepared in uncertain times.

While Roth IRA distributions are almost always tax-free, there are times when they can be included in taxable income. We've explained the five-year rules that contribute to Roth IRA tax planning.

Current tax rates are at historic lows, which means increases may be on the way. Here are five reasons you should be prepared for higher tax rates and how to reduce their impact on your finances.