Don’t Be Surprised By Your 2025 Tax Return

I've prepared hundreds and hundreds of tax returns over the last 20 years. I know my way around a 1040. Here's your problem: You have a potential freight train barreling toward you in the form of your 2025 tax return. The OBBBA (a.k.a. the One Big Beautiful Bill Act)...

The Essence of Personal Financial Planning

Making the right decision about what to do with your savings and investment dollars largely depends on your beliefs and assumptions about things that will be true in the future that you have absolutely no control over. Identifying your beliefs and assumptions about...