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

š 2025 Pension Tax Updates: Maximize Savings, Minimize Surprises
New year, new limitsāand brand-new opportunities to save. Whether you're self-employed, nearing retirement, or already enjoying your golden years, staying on top of tax updates is critical to making smart decisions about your pension and retirement income. In this post, we break down the key pensio...

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 youāve 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 ownersāwhether youāre running an S-corporation, partnership, or sole proprietorshipāthe 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 ā not just to bu...

Optimize Your Taxes: Choosing Between S-Corp, C-Co...
Discover how selecting the right business structureāS-Corp, C-Corp, or Sole Proprietorshipācan 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...

Can I Have Both a 401(k) and an IRA?
Whether youāre just starting your retirement journey or youāre well on your way, itās smart to explore every tool available to boost your nest egg. Tw...