A research-based guide to one of retirement planning's biggest decisions
As an educator-turned-financial-planner, I frequently field questions from teachers
How the One Big Beautiful Bill Act creates new opportunities to avoid hidden tax traps in retirement
As a financial planner who has spent years helping educators
The One Big Beautiful Bill Act (OBBBA), signed into law in July 2025, extends and modifies many provisions of the 2017 Tax Cuts and Jobs Act (TCJA). While the
Here's something that might surprise you: the IRS doesn't treat all rental properties the same way. If you own a short-term rental, understanding these
Big news out of Washington: On July 4, 2025, the President signed the One Big Beautiful Bill Act into law—bringing sweeping changes to the tax code. Whether you
Big news out of Washington: The One Big Beautiful Bill Act—yes, that’s the official name—has officially been signed into law on July 4. It’s a sweeping tax and
Many people want to support causes they care about, especially during retirement or after a strong year in the stock market. But did you know there’s a way to
If taxes stress you out or you feel like you’re leaving money on the table every year, you’re not alone. In my new book, Smart Tax Moves, I break down the U.S
If you’ve ever sold an investment for a gain and had to pay taxes, you know how frustrating that can be. But what if there were a way to use losing investments
Public employees, including teachers, government workers, and first responders, often have unique financial situations when they retire. Many rely on pensions
Introduction
Tax planning is a cornerstone of financial success, allowing individuals to legally minimize tax liabilities and maximize financial growth. This
There are five important ways that active duty military can save on income taxes. This blog post discusses these critical opportunities for tax savings.
