Trump’s 2025 Tax Reform Bill extends key TCJA provisions, introduces new deductions, expands estate and gift exemptions, phases out clean energy credits, and creates fresh planning opportunities for small business owners, high earners, and families through 2026 and beyond.

Unlock massive tax savings under Trump’s new bill by learning how a precise 28.57% S-corp salary strategy can supercharge your QBI deduction and keep more money in your pocket.

Discover how 7–8 figure business owners scale smarter by combining leverage—labor, capital, code, and content—with strategic judgment, specific knowledge, and long-term thinking to build a business that grows without them.

Think twice before going all-in on short-term bonds in an inverted yield curve—understand why total return, tax efficiency, and time horizon matter far more than chasing today’s highest yield.

A sweeping new tax proposal could reshape your income, deductions, and estate strategy—here’s what’s on the table as Congress eyes a July 4th vote.

Discover how choosing the right trust structure—joint or individual—can protect your wealth, reduce taxes, and ensure your legacy reaches the people you love most.

Discover how a smarter fixed income strategy — grounded in academic research and real-world application — can maximize your portfolio’s stability and returns without taking unnecessary risk.

Market drops like this week's 13% dip can rattle investors, but understanding why volatility is the cost of long-term wealth is key to building a resilient portfolio and staying the course when others can't.

Should you minimize income to maximize the Premium Tax Credit or leverage Roth conversions for long-term tax savings? Here's how early retirees can strategically balance both to reduce healthcare costs and lifetime taxes.

Retirement success isn’t just about how much you’ve saved—it’s about how strategically you withdraw, and new research suggests that dynamic withdrawal strategies could significantly extend your portfolio’s longevity and increase your lifetime spending.

The small-cap premium isn’t dead—it thrives when you control for quality, as research shows that high-profitability small-cap value stocks significantly outperform their low-quality counterparts, offering a compelling case for strategic factor-based investing.

Most business owners take time for vacation, but few spend time securing their business with a buy/sell agreement—here’s why delaying this critical step could cost you everything.

Relying on the S&P 500 as your sole benchmark for investment success is like judging a restaurant only by its dessert—this article uncovers why true long-term investing requires diversification, discipline, and a global perspective beyond today’s market winners.

Discover how I helped a small business owner save over $60,000 annually on health insurance by leveraging the healthcare marketplace and premium tax credits—without sacrificing employee benefits.

Are high-yield bonds worth the equity-like risk, or are there smarter ways to boost your portfolio's returns without sacrificing stability?

A summary of my favorite writing from 2024.

Are you better off investing your social security taxed earnings (the surprising truths behind the system's benefits and limitations).

Insurance needs change over time—what works today may not be the best fit tomorrow. Evaluating your policies within the context of your financial plan ensures adequate coverage and maximum savings.

An effective cash management plan balances financial best practices, personal comfort with cash, and active cash oversight to maximize returns, ensuring emergency funds are maintained at optimal levels and excess cash is efficiently invested for higher returns.

S-Corp owners can avoid taxable reimbursements by using an accountable plan, allowing federal and FICA tax-exempt reimbursements for business-related expenses. With Trump's 2017 tax law changes, personal expense deductions are limited, making accountable plans essential for tax efficiency and compliance on mixed-use expenses like home office and cell phone costs.