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10 ways you can save on taxes in 2026

How can you trim what you owe? Simple adjustments (and filing on time) can add up.
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Retirement, Investments, & Insurance for Individuals Learn
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4 min read
Benefits and insurance
Healthcare options for early retirees

No matter why you left the workforce early to retire, you’ll have health insurance needs until you’re eligible for Medicare.
Couple in a home office reviewing financial paperwork
5 min read
Retirement
Strategies (and a free worksheet) to create a retirement budget that flexes to your goals

Not sure how to get started with your retirement budgeting? Some simple exercises can help you estimate expenses and income, and several options help you find the strategy that works for you.
Parents and two toddlers playing in water.
4 min read
Retirement
What is a defined benefit plan and how does it work?

A defined benefit plan, also called a pension, is a workplace benefit that pays you a fixed amount regularly after retirement as long as you meet certain requirements.
4 min read
Financial planning
Prep steps you can take now to be ready for tax time

No matter when or how you file taxes before the deadline of April 15, you can take steps to figure out and organize what you need so you’re ready to finish this important financial task.
6 min read
Financial planning
Emergency expense but no emergency savings? The pros and cons of 6 options for quick cash

Here’s how to figure out an emergency cash option if you’re faced with a short-term, urgent need to cover unexpected expenses.
Young male and female couple eating breakfast at home while going over finances.
2 min read
Retirement
How contributing to a retirement plan can help you save on taxes

These positive money habits can work overtime to help reduce your tax bill and build long-term retirement savings.
A man and woman looking at a laptop in their home.
5 min read
Retirement
Half of retirees pay taxes on Social Security benefits. Will you?

Social Security you receive in retirement may not be exempt from taxes. Learn more about the potential impact on you.
4 min read
Retirement
5 annual steps to build your confidence in your retirement savings progress

Schedule a once-a-year review of all your retirement savings account information to ensure you’re saving what you want and need to.
Smiling older man and woman in their home.
5 min read
Retirement
What are 2026 401(k) and IRA max contribution limits?

Increases to 401(k) and IRA contributions for 2026 give you more options to boost your savings.
Two women sitting at a desk reviewing financial information
4 min read
Financial planning
5 questions to ask a financial professional before you consider working with them

When looking for help managing your money, trust and understanding are key. For your first interview, here are the questions to ask a financial professional.
Child and parents playing in home
9 steps, start-to-finish, to create your own financial plan

From goal setting to budget building, debt payoff, and everything in between, we've got the tools to help you figure out what's next to meet your needs and goals.

Discover ideas
9 steps, start-to-finish, to create your own financial plan

From goal setting to budget building, debt payoff, and everything in between, we've got the tools to help you figure out what's next to meet your needs and goals.