Planning for College? Here’s What’s New in Education Finance

Planning for College? Here’s What’s New in Education Finance

New tax law from H.R.1 brings major updates to how families save and pay for education. Beginning in 2026, FAFSA rules will exempt family-owned farms and small businesses, federal loan programs will see new limits, and 529 plans will expand to cover more expenses. In this month’s blog, learn how these changes could impact your family’s education and financial planning.

The End of Paper Tax Refunds: How to Prepare for the IRS Shift to Digital

The End of Paper Tax Refunds: How to Prepare for the IRS Shift to Digital

The IRS has announced that paper tax refund checks will be phased out beginning September 30, 2025, marking a major step toward a fully digital refund system. While this change promises faster, more secure refunds, it also means taxpayers will need to review their banking options to prepare for the transition. In this month’s blog, we break down what’s changing, who’s affected, and how to get ready before the 2026 filing season.

What H.R.1 Means for Senior Filers in Vermont

What H.R.1 Means for Senior Filers in Vermont

H.R.1 introduces new provisions that could reshape how Vermont seniors approach taxes and retirement planning. From enhanced deductions to broader shifts in federal benefits, the law may offer opportunities for some while creating new challenges for others. In our latest blog, we highlight the key changes, what they could mean for older Vermonters, and why it’s important to start planning now.