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Guidance for your pursuit of financial freedom

    Managing Taxes35 Articles

    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.

    Senior couple laughing

    Tue, Mar 25, 2025

    5 Special Tax Breaks for Seniors

    Could you preserve more of your hard-earned retirement savings with special deductions and credits? Take advantage of these general tax breaks and help ease your overall burden.

    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.