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Guidance for your pursuit of financial freedom

    Managing Taxes36 Articles

    Small business owner on the phone and on the computer

    Tue, Aug 19, 2025

    5 Major Tax Changes for Business Owners in 2025

    From SALT deduction increases to bonus depreciation, business owners need to prepare for important shifts from the One Big Beautiful Bill Act.

    Father holding young daughter pointing at rooftop solar panels

    Tue, Aug 5, 2025

    Going Green? Here’s How Energy Efficient and Clean Energy Tax Credits Are Changing

    The One Big Beautiful Bill Act will soon make sweeping changes to clean energy tax incentives. Here’s what to know, and how to take advantage of credits while you still can.

    Aerial view of the US Capitol and Washington Monument

    Tue, Jul 22, 2025

    A Tax Overview of the One Big Beautiful Bill Act

    Will the OBBBA affect your finances? Here’s what to expect from this massive new tax act.

    Whiteboard with financial charts and terms drawn on it

    Tue, May 20, 2025

    Roth Conversions and RMDs

    You can’t avoid required minimum distributions, but with smart strategies, you could potentially make them less painful.

    Woman sitting on dock with a laptop

    Tue, May 6, 2025

    Digital Nomad? Here’s What You Need to Know About Taxes

    Even if you’re off the grid, you aren’t off the hook for taxes. Don’t miss these important, money-saving tips for digital nomads this tax season.

    Miniature wooden bear on a desk in front of stock monitors

    Tue, Apr 22, 2025

    How to Take Advantage of a Market Downturn

    Many people forget that market slumps can offer unique opportunities for smart investors—as long as you’re strategic. Help make the most of the silver linings with these savvy moves.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.