by Derric J. Isensee | Oct 14, 2026 | The MidCoast Journey
You have probably seen the headline: “No tax on Social Security.” As of September 2026, that is not a complete description of current federal law. Social Security retirement benefits can still be taxable depending on income. What did change is a temporary enhanced...
by Derric J. Isensee | Sep 30, 2026 | Accounting, Business, Individuals & Families
The IRS recently announced Hoosier tax relief for individuals and businesses affected by the severe storms, straight-line winds, tornadoes, and flooding that began in Indiana on August 11, 2026. Indiana also provided corresponding state tax relief. The Indiana...
by Derric J. Isensee | Jun 28, 2026 | Financial Planning, Individuals & Families, Tax Strategies
For many high-income earners, retirement planning is not only about whether they are saving enough. It is about whether they are making the most of what they have already built. You may be contributing consistently, investing thoughtfully, and building wealth at a...
by Derric J. Isensee | Jun 1, 2026 | Tax Strategies
Tax surprises often happen when the way you pay taxes during the year no longer matches your current financial picture. A raise, bonus, business income change, investment gain, or tax law update can shift the numbers quickly. When that happens, your withholding or...
by Derric J. Isensee | May 12, 2026 | Financial Planning, Individuals & Families
For years, many high-income earners have intentionally leaned toward pre-tax retirement contributions. The strategy made sense: Reduce taxable income today Stay more protected from higher tax brackets Defer taxes until retirement when income may be lower And for many...
