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Key IRS Tax Changes for This Tax Season




This month, my newsletter explores the following topics:


Factors as diverse as AI, geopolitical risk, and domestic policies influence financial strategies and outcomes. Please don’t hesitate to contact me if I can help you decide how they might affect your financial decision-making.


Tax Season Is Here: Big IRS Tax Changes To Know Before You File

Tax deductions, tax credit amounts, and some tax laws have changed since you filed your last federal income tax return. They may affect your tax bill.

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2024-2028 Housing Market Predictions: A Gradual Thaw With Added Challenges

As mortgage rates slowly fall, more buyers and sellers will enter the market, but housing prices should stabilize.

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How Much Money You Need To Retire In Every U.S. State—It’s At Least $1 Million In 16 Places

Retiring comfortably in the U.S. requires a hefty savings account, with the cost fluctuating vastly across states, as revealed by For a secure 25-year retirement, you’ll need upwards of $2 million in Hawaii, while states like West Virginia require less than $700,000, excluding Social Security, inflation and annual cost-of-living increases.

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Do I Really Need Supplemental Insurance With Medicare?

Medicare Supplement Insurance, or Medigap, is an optional add-on that can fill “gaps” in Medicare Part A and Part B. Do you need it?

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Michael M. Silverman is a Financial Representative of The Guardian Life Insurance Company of America, New York, NY.  Silver Lining Insurance Agency, Inc. is not an affiliate or subsidiary of Guardian.


Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.


2024-170212 Exp. 3/26

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