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Chicago Tribune Business NewsMar 05, 2026
Terry Savage: Bigger tax refunds are coming to seniors, but only if they file a return
The IRS reports that every year more than $1 billion in unclaimed refunds gets left behind at the Treasury. This year, if you're a senior, it's more likely that a refund belongs to you. A new $6,000 exemption for seniors may lead to no taxes on Social Security for many — but not all seniors.

Google Business NewsMar 05, 2026
States Sue to Stop Trump From Reviving Steep Tariffs - The New York Times
States Sue to Stop Trump From Reviving Steep Tariffs  The New York TimesJohn Fetterman is already backing Donald Trump's pick to replace Kristi Noem as DHS secretary  Inquirer.comTrump's new tariff plan barrels back to court following multistate lawsuit  Fox NewsStates led by New York sue to block Trump's late

Chicago Tribune Business NewsMar 05, 2026
Capital One laying off another 1,100-plus employees at former Discover headquarters in Riverwoods
Capital One is laying off another 1,139 employees at the former Discover headquarters in Riverwoods, a second wave of downsizing following the credit card giants' megamerger last year.

Google Business NewsMar 05, 2026
Trump Ousts Kristi Noem From DHS - WSJ
Trump Ousts Kristi Noem From DHS  WSJTrump fires Homeland Security Secretary Noem after mounting criticism over her leadership  AP NewsWho is Markwayne Mullin, named by Trump to replace Kristi Noem as Homeland Security secretary?  CNNExclusive: Trump tells Reuters he did not sign off on ad campaign featuring homeland security secretary  ReutersBulletproof Vests and Rolex Watches: The Rise and Fall of Kristi

RELATED ARTICLES
DHS Secretary Kristi Noem out, Trump says - Axios (Google Business News)

Accounting TodayMar 04, 2026
Private sector added 63K jobs in February
The professional and business services sector, which includes accounting and tax preparation along with other services, lost 30,000 jobs, ADP reported.

KiplingerSep 09, 2022
Why a Good Retirement Plan Isn't Separate Pieces, But a Holistic Strategy
Effective retirement planning reaches beyond investments and the numbers related to various accounts a person owns. First, it's about understanding the scope of one's future financial needs and goals. And from that framework, it's about putting all areas of the plan together so that they complement one another and function as an integrated whole.

SEE MORE Find Out in 5 Minutes If You Have Enough to Retire Sometimes the financial world can seem segmented to clients, with professionals designated as experts in just one area of the plan — investments, insurance, taxes, estate planning, etc. But holistic financial planning includes and ties together every aspect pertinent to the retirement strategy. It analyzes and seeks to optimize each part of a person's plan by making those pieces work together congruently.

One way to think about holistic planning is that most people have several pieces that comprise their retirement puzzle, and they all need to fit together to form a complete picture. But I find when talking about holistic planning in seminars, it's eye-opening for people because they really haven't thought about it in that context. Here are the fundamental elements in most people's retirement situations:

Social SecurityTax planning Medicare Investments (401(k) plans, Roth IRAs, nonqualified accounts, etc.) Income plan (mapping out a strategy for how to use your money) Estate plan All those pieces need to function together. You can't maximize your situation if you're looking at each of those aspects in a vacuum.

Putting the pieces together: Starting with Social Security You have to view Social Security in the context of three of the bullet points mentioned above: investments, income plan and tax planning. You also have to figure out how

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