Looking back at 2024 and adjusting to 2025
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2024 revealed valuable lessons amidst the turbulence of shifting global economies and political climates.
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Blog
Protect Your Identity
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As we step into the new year, the importance of safeguarding your identity remains more crucial than ever.
Read MoreNew Year, New Agenda
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The new year is well under way with a GOP-led federal government and taxpayer expectations of an extension of the Tax Cuts and Jobs Act of 2017 (TCJA).
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Big news for Hoosiers under 65 on Medicare
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Great news for Indiana residents on the horizon.
Read MoreThe Beat Rolls On
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How do the new federal income tax brackets and standard deductions for tax year 2025 affect you?
Read MoreFrom a Donut Hole to Zero Coverage?
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If you haven’t reviewed your Part D coverage for next year, now is an excellent time to do so.
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Changes Coming to Medicare Part D
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There are some changes Part D subscribers will see beginning in 2025.
Read MorePassword Security
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Here is a list of the top three things to keep in mind for your password security.
Read MoreSunset/Expires; Tomato/Tomahto
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What will happen if most of the Tax Cuts and Jobs Act’s provisions expire as scheduled on December 31, 2025?
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Modern Budgeting Tools
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The landscape of budgeting tools has evolved significantly since the days of spreadsheets and the physical “envelope method”.
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Financial Top 10 List for Grads
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Top 10 list for graduates as they transition to financial independence.
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Protect Your Identity
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Cybersecurity is an ongoing issue at the top of everyone’s mind, including ours. So, we want to make sure you know how to protect yourself from identity theft in a few easy steps.
Read MoreWhere's My Refund?
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Whether you eagerly file your tax returns at the first opportunity or extend your returns every year, many people are left with the same question: where is my refund?
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