Maybe you’ve resolved to stick to a budget in the new year, or to get your taxes taken care of before mid-April. Or maybe you’re approaching a major milestone – leaving service, turning 65, downsizing into a smaller home or a retirement community – and looking for additional resources to help with impending financial decisions.

Not sure where to start? The below links may provide useful information as you begin the new year. Have more questions? Check in with our experts.

[RELATED: Why Smaller Military Pay Increases Are Likely in Coming Years]

Health Care Costs

• Medicare: Premiums will rise about 9.7% in 2026. Get the full premium breakdown, including income-related adjustments. Curious what the future may hold? A June report from Medicare program trustees may have some answers.
  
  
• TRICARE: Prime and Select users will pay about 3% more in the new year, though other plans (like TRICARE Young Adult) have more significant increases. Get the full list, and get the new pharmacy copayment rates.

[MEDICARE ADVANTAGE PLANS: Visit MOAA Partner Veterans Healthcare]

Tax Updates

• State Taxes: Find out whether your state has updated its rules on exempting uniformed services retirement pay. Details on all 50 states are available at MOAA’s Military State Report Card and Tax Guide.
  
  
• Federal Brackets and More: Our IRS roundup includes updates on retirement plan limits, inflation-adjusted tax brackets, and more information to know for your 2025 returns.
  
  
• Tax Returns: Learn when you can access W-2s and 1099s from the Defense Finance and Accounting Service or the Coast Guard Pay and Personnel Center. A hint: Those who rely on the post office will be in for a longer wait.
  
  
• Charitable Giving: Will a new law change how you donate?

[DONATE TODAY: MOAA Charities]

More Resources

• Financial Calculators: Ready to run the numbers for your new budget, or considering a change to your portfolio? Our calculators can help ease your decision-making process.
  
  
• Finance Articles and Publications: From discounts on Everplans (perfect for estate planning in the new year) to the latest on your pay raise to exclusive downloadable publications for Premium and Life members, our Finance page has you covered.
  
  
• Webinars and Events: Thinking about how your family is going to afford college in the new year? There’s a (free) webinar for that. Find more finance-related offerings in our events listing – Premium and Life members can access recorded webinars via our online archive.