After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.

Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, “Optimizing Your Social Security in Today’s World,” you’ll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.

Your legacy is not just about increasing the financial wealth that you hope to pass on to future generations. It also involves preparing your family for the wealth they may receive and understanding what this new wealth would mean to individuals and to the family as a whole.

Creating your financial strategy is never a set-it-and-forget-it task—it requires maintenance. A common rule of thumb is to re-examine your financial and retirement strategy on an annual basis. So, when you undergo this review, remember to look at the five key areas of retirement planning.

If you know someone who takes care of their parents or if you’ve done it yourself, you know how stressful it can be. Now, think about a time when you might need that same care. Even if your family members are nearby and can help you around the house as you get older, they might not be able to provide you with all the care you need. That’s why having a long-term care strategy can help give you and your family peace of mind and help lessen the burden of an unexpected expense.

“Communication is key” is an age-old phrase, but when it comes to your wealth transfer and legacy planning process, it couldn’t be more applicable. The conversations you have with your family before and during this process can go a long way toward avoiding aggravation, costly legal expenses, and even the deterioration of family bonds. Starting an open dialogue with your family early and including those you care about in the wealth transfer and legacy planning process may help avoid these potential conflicts.