Spring Clean Your Financial Life: A Post-Tax Season Reset
Springtime brings warmer weather and spring cleaning. It’s a natural time to reset, not just at home, but in your financial life as well. By the time April rolls around, most people are ready to move on from anything related to taxes. But before you file everything away and forget about it until next year, […]
Arizona Retirement Taxes Explained
Originally published on The Street. Financial planner Erin Itkoe breaks down Arizona’s flat tax, Social Security rules, and retiree-friendly provisions. Erin was recently featured in an interview with Robert Powell, Editor and Publisher of Retirement Daily on TheStreet, to discuss why Arizona is one of the most tax-friendly states for retirees. Retirees in Arizona benefit from […]
Medicare Premiums Explained: What’s Changing in 2026
Medicare is a cornerstone of health coverage for millions of Americans age 65 and older (and certain younger individuals with disabilities). But understanding how Medicare premiums are calculated, and why they change each year, can be confusing and costly if overlooked. Below is an explanation of the key components that determine your Medicare costs, along […]
The Arizona Tax Credit: A Win-Win Planning Opportunity
How Arizona taxpayers can redirect state taxes to causes they care about Arizona taxpayers have a unique opportunity to redirect a portion of their state tax dollars to causes they care about without increasing their overall tax bill. The Arizona Tax Credit can be a powerful planning tool, allowing you to support qualified organizations while […]
2025 Year-End Tax Planning After OBBBA
As the year winds down, it’s an ideal time to pause, review your finances, and identify any strategies that could help lower your upcoming tax bill. The recently enacted One Big Beautiful Bill Act (OBBBA) made a few adjustments to the Federal tax code, but for most taxpayers, the familiar rules from recent years still […]