We closed out our 2025 Wisdom & Wealth series with an engaging discussion on Medicare and Social Security. Watch the replay below and note that, due to Medicare compliance regulations, a portion of the presentation could not be recorded.

Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) introduces major updates to the U.S. tax code—from expanded deductions to permanent TCJA provisions. Learn what’s changed, what it means for you, and download our new OBBBA tax guides.

The federal government will end paper checks by September 30, 2025, citing rising fraud, inefficiency, and cost. Agencies like the IRS and Social Security will only use secure electronic payments.

Thanks to the One Big Beautiful Bill Act, Washington residents may now deduct up to $40,000 in state and local taxes. For homeowners and big-ticket purchasers, itemizing could save more than the standard deduction. Here’s what you need to know.

Click image above to view photo gallery

Did you know unclaimed funds, forgotten 401(k)s, or old life insurance policies could be sitting in your name? Here’s how to search and claim money owed to you using trusted Washington State and national resources.