Learn more about what matters to you
No matter what investing topics interests you, the information you need is at your fingertips.

Unlocking Fresh Tax Savings: Your 2025–2026 Deduction Playbook
As the tax landscape shifts dramatically for 2025 and beyond, proactive business owners, high-earning professionals, and savvy savers have new opportunities to shelter income, accelerate write-offs, and lower tax bills. In this guide, we’ll walk through four game-changing federal tax breaks—from the...

📘 2025 Pension Tax Updates: Maximize Savings, Min...
New year, new limits—and brand-new opportunities to save. Whether you're self-employed, nearing retirement, or already enjoying your golden years, sta...

Navigating Your Finances: What Is the One Big Beau...
In early July 2025, Congress passed the One Big Beautiful Bill Act (OBBBA), and President Donald Trump signed it into law on July 4. Spanning nearly 1...

Life Insurance for High Earners: A Stealth Tool fo...
Once you’ve maxed out your 401(k), IRA, and other retirement vehicles, the question becomes: where do you put additional savings that can continue to ...

Beyond Salary: Leveraging Fringe Benefits for Tax-...
When you think of corporate perks, you might picture swanky break rooms or free catered lunches. But for high-earning business owners, the real value ...

The 20% QBI Deduction: A Must-Know Tax Break for P...
For self-employed business owners—whether you’re running an S-corporation, partnership, or sole proprietorship—the Qualified Business Income (QBI) ded...

Supercharge Your Tax Deductions: How Self-Employed...
As a high-income self-employed business owner, one of your most powerful tax-saving tools is maximizing retirement plan contributions — not just to bu...

Optimize Your Taxes: Choosing Between S-Corp, C-Co...
Discover how selecting the right business structure—S-Corp, C-Corp, or Sole Proprietorship—can significantly impact your tax efficiency, deductions, a...

Why Professional Associations Are C-Corporations b...
Professional associations (PAs) are business entities for licensed professionals that often mirror the structure and formalities of regular corporatio...

How a Traveling Doctor Saved $101,850 in Taxes wit...
Discover how Dr. Emily, a 39-year-old orthopedic surgeon working LOCUMS, eliminated her tax headaches and saved over $100K annually by implementing a ...

Orthodontist Practice Cuts Taxes by 60% with Strat...
Learn how a growing orthodontist practice leveraged age demographics and smart plan design to cut taxes by 60%, directing 92% of contributions to owne...

Johnson Consulting Slashes Tax Burden by 50% with ...
Discover how Mr. Johnson transformed his $800K consulting practice with an S-Corp election and innovative pension plan, reducing taxes by $169,515 ann...