U.S. Investors International

02/17/2026

Withholding isn’t an exact science and new tax rules for 2026 mean your refund might be higher than you think.

Reviewing your withholding now can help you avoid surprises, reduce penalties, and potentially increase your take‑home pay each month.

Learn more by reading the article below.⬇️

Millions of Americans would benefit from changing their tax withholding for 2026.

02/16/2026

Today, we pause to honor the leaders who helped shape our nation’s path, reminding us that progress is built on service, resilience, and the commitment to something greater than ourselves.

In observance of Presidents Day, our office and the U.S. financial markets are closed.

02/14/2026

Sending you a Valentine this year from all of us at USI! Today is a perfect reminder to share a little extra love and appreciation with the people who make life meaningful. We’re grateful for you, and we hope your day is filled with kindness, connection, and joy. ❤️

02/12/2026

📝💼 Think you're ready for tax season? Let's find out!

Duncan has put together a quick tax quiz to help you warm up before filing time begins. You’ll answer five multiple‑choice questions covering deductions, forms, penalties, and retirement contributions—key topics everyone should know.

Give it a try, see how many you get right, and challenge a friend while you’re at it!

And if you’re looking for even more tax‑season guidance, visit our website for a detailed tax‑planning blog and a downloadable checklist to help you stay organized and informed: https://www.usii.biz/blog/what-you-need-to-know-for-the-2025-tax-season-credits-deductions-and-pol

02/10/2026

With sweeping tax law updates and significant staffing shortages at the IRS, many taxpayers could encounter unexpected delays and complications this filing season. From new deductions to shifting refund processes, there’s a lot to navigate.

Learn more in the article below.⬇️

An IRS watchdog organization warned that taxpayers who struggle to navigate tax law changes may face delays this filing season.

02/05/2026

🐶 February is your reminder to toss a little extra into your IRA. You’ve still got time to finish last year’s contribution, and the sooner you do it, the sooner compounding can get to work—kind of like burying a bone today so it grows into two bones later!🦴

02/03/2026

Tax season is officially underway! 📣 New deduction amounts, updated credits, and fresh rules around energy upgrades and EV incentives could impact your 2025 return. Make sure you're not leaving money on the table.

Read the full blog here: https://www.usii.biz/blog/what-you-need-to-know-for-the-2025-tax-season-credits-deductions-and-pol

01/29/2026

At USII, success starts with commitment, and Craig exemplifies that every day by delivering exceptional service and results for clients.

Ready to experience the difference? Contact us today to start planning for your financial future: https://www.usii.biz/contact

01/27/2026

Are you taking advantage of 2026’s higher contribution limits?

More room to save means more room to grow. Find out what’s new for IRAs, 401(k)s, and catch-up contributions.⬇️

Some key limits for retirement account savers are higher in 2026.

01/22/2026

A little planning now can save big headaches later! Review your tax situation early in the year so you can make adjustments before deadlines sneak up. Smart moves today mean a smoother tax season tomorrow.

Tax season is upon us and we're sharing some helpful tips and checklists on our website to help you stay up to day and organized. Check it out now: https://www.usii.biz/blog/what-you-need-to-know-for-the-2025-tax-season-credits-deductions-and-pol

01/20/2026

Two in five workers already regret their retirement prep.

Guardian’s latest study shows waiting to save, and saving too little, are the top regrets in retirement. With longer life spans and rising healthcare costs, planning ahead is more critical than ever.

Discover how early saving and small increases can change your future.⬇️

Retirement has changed due to longer life spans, shrinking pensions, and rising healthcare costs. What was once a quiet chapter in one's life now demands a more complex phase of planning and preparation.

01/19/2026

Today we reflect on Dr. King’s legacy of equality and service.
Please note: U.S. financial markets are closed in observance of the holiday.