Blake Davis5 min read
Teen Income Taxes: When Do Teens Need To File?
Not sure if your teen needs to file their own tax return? It depends on income, not age. Here is how the thresholds, forms, and kiddie tax rules actually work.
Fortune Recap — Taxes Made Clear: Brackets & Deductions
Blake Davis5 min read
Hayden Nichols2 min read
One Big Beautiful Bill Act Changes for Parents in 2025
The One Big Beautiful Bill Act, signed into law in 2025, raises the child tax credit to $2,200 and creates new $1,000 savings accounts for newborns, but it also tightens…
Blake Davis5 min read
2025 Year End Tax Checklist: Key Steps to Take Before December 31
A handful of moves before December 31 can shrink your 2025 tax bill: check withholdings, max out retirement accounts, time charitable gifts, and harvest investment losses.
Hayden Nichols8 min read
Tax Efficient Investing: How to Reduce Taxes on Your Investments
Selling a stock too soon or ignoring your 401(k) can cost you thousands in taxes. Here is how capital gains, retirement accounts, mutual funds, and home sales are actually taxed…
Blake Davis6 min read
How to Manage Your Money Wisely: Simple Tips for Financial Success
A practical, step by step system for managing money wisely: budgeting, automated savings, debt payoff order, and the account types that make each goal easier to reach.
Hayden Nichols5 min read
Tax Strategies High Earners Should Use To Cut Their Tax Bill
New OBBBA rules and a higher SALT cap are reshaping 2025 tax strategy for high earners. Here's what changed, what deadlines remain, and how to avoid costly filing mistakes.
Diego Morris2 min read
Crypto Investing With Your Tax Refund: What Experts Recommend
Should you put your tax refund into cryptocurrency? For most filers the answer depends less on Bitcoin's price chart than on whether they already have an emergency fund and no…
Diego Morris4 min read
Fastest Growing Low Tax States: Is Yours on the List?
South Carolina, Idaho and Delaware top the list of states Americans are moving to, drawn by lower taxes, cheaper homes and sunnier climates. See how the top ten compare.
Blake Davis2 min read
What If All Personal Wealth Over $100 Million Went to Infrastructure?
Could taxing away every dollar of personal wealth above $100 million actually fix America's crumbling infrastructure? The idea recently made rounds online, and the math is tempting: there is more…
Blake Davis1 min read
High Yield Investments in 2024: What It Means for Your Tax Bill
Interest earned on a high yield savings account is taxable income, and the IRS treats it the same as wages: you owe tax at your ordinary income rate on whatever…