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Charitable giving is changing, not just in how people give, but when and why they do it. As families think more intentionally about legacy, purpose, and impact, donor-advised funds are...

One of the most expensive mistakes in startup equity is exercising options too late. Not because the company failed or the exit disappointed, but because the tax dominoes fell all...

Married couples have a choice when filing their 2025 federal income tax returns. They can file jointly or separately. What you choose will affect your standard deduction, eligibility for certain...

Tax credits reduce tax liability dollar-for-dollar. As a result, they can be more valuable than deductions, which reduce only the amount of income subject to tax. One tax credit that...

If you itemize deductions on your 2025 individual income tax return, you potentially can deduct donations to qualified charities you made last year. But your gifts must be substantiated in...

Wednesday, February 25, 2026 12 to 1 p.m. CT   How can you maximize your investments and retirement accounts while managing taxes effectively? Are you looking for ways to reduce...

Many people spend years saving for the future, yet struggle to enjoy the life they worked so hard to build. In this episode, Jon Meyer explores why purpose, permission, and...

Did your business make repairs to tangible property, such as buildings, equipment or vehicles, in 2025? Such costs may be fully deductible on your 2025 income tax return — if...

AI Frostbite Disruption from AI Paves the Way for Assets Outside of U.S. Large Caps January 2026 Key Observations Global markets started the year strong and were broadly positive across...

How do you create a mindset that helps you make smarter life and money decisions?  In this debut episode of Mastering the 360 Mindset, host Jon Meyer shares the philosophy...