What’s New in Personal Finance: A 2026 Annual Review

Every year, new trends, events, financial products, and government policies and legislation affect personal finances. This presentation will recap 2026 through a financial “lens” by reporting noteworthy economic and personal finance news items and their implication for financial education, counseling, and planning. Various topics will be explored including inflation, interest rates, credit, taxes, insurance, housing, and investing. The webinar will also include results of important 2026 research studies about financial topics and a preview of announced changes related to income and estate taxes and Social Security for 2027.