Insights

Estimated tax payments can be an important consideration for retirees and investors whose income is not subject to regular paycheck withholding. Georgia Lord, Head of Financial Planning at Corbett Road, explains who may need to make estimated payments, key 2026 deadlines, the safe harbor rule, and strategies for managing taxes when income comes from sources such as pensions, RMDs, dividends, interest, and capital gains.

Despite strong returns last Friday, it was not enough to offset losses accumulated earlier in the week. Each of the benchmark indexes listed here closed the holiday-shortened week in the red as investors tried to reconcile rising energy prices, increasing inflation, climbing Treasury yields, and the increasing likelihood of an interest rate hike by the Federal Reserve.

Learn how Social Security benefits are calculated, including your highest 35 years of earnings, claiming age, benefit formula, and strategies for retirement income planning.

Most of the major market indexes closed the week moderately higher, despite a late-week pullback.

For federal employees, the FERS survivor benefit election is about more than choosing between a higher pension today and a lower pension with survivor protection. It can affect your spouse’s lifetime income and health insurance coverage after your death. Take a closer look at the decision and why evaluating the numbers alone may not tell the whole story.

Major U.S. stocks ended the last full week of trading in August modestly higher. Strong AI company earnings boosted tech shares, while the war with Iran, persistent inflation, and a more hawkish Federal Reserve dampened investor enthusiasm for risk.

What's Inside: Will Capex Pave the Way to an AI-Powered Future?; New Job or Retirement? Take Control of Your 401(k); Helping Protect Your Child's Identity in a Digital World; New and Improved Tax Treatment for Qualified Small Business Stock; The College Landscape in 2026; and Test Your Knowledge of Estate Planning

Planning to retire at 65? Learn how employer health insurance and Medicare work together, including Part B deadlines, HSA rules, COBRA coverage, and potential penalties.