John Hancock has provided its 2026 Fingertip Tax Guide, containing information regarding:

• Ordinary income taxes;
• Capital gains tax;
• Alternative minimum tax exemption amounts;
• Standard deductions;
• Net investment income tax thresholds;
• Medicare tax thresholds;
• Social Security benefits;
• FICA income limits;
• Qualified plan limits;
• SALT deduction;
• Estate and gift taxes;

...and more.

The Tax Foundation has created a website with Frequently Asked Questions about the One Big Beautiful Bill Act, as well as an interactive tax calculator tool to show how the OBBBA may impact you. Click here to be taken to the FAQ, or here to go straight to the tax calculator.

This short video from Jackson provides a brief overview of Required Minimum Distributions (RMDs), who is required to take them, and how they are calculated.

As part of SECURE 2.0, the rules for catch-up contributions for certain employees who invest through employer-sponsored retirement plans are changing. This article from Charles Schwab explains catch-up contributions (including super catch-up contributions), who is allowed to make them (and for how much), and which participants' catch-up contributions will now be required to be made into Roth accounts. Click here to read the PDF version.

Colorado SecureSavings was created as a way to help encourage the state's private-sector workforce to save for retirement. Find out more information here.

Read about what the odds of additional Fed rate cuts are, as well as how the discourse between President Trump and Xi could impact market volatility, in this week's Market Watch. 

Changes in life should prompt a review of your financial plan. We are here to help.

First Trust's economists discuss their opinions on whether short-term rate cuts are warranted, in this week's Monday Morning OUTLOOK.

The Fed cut rates last week and the August Core PCE report is set to be released on 9/26. Read more about factors impacting the markets in this week's Market Watch.

The Fed is scheduled to announce a possible rate cut on Wednesday and the Supreme Court has agreed to hear the reciprocal tariff case. Read more about the policies and announcements that could impact the markets in this week's Market Watch.