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Tax


Five Key Impacts of the One Big Beautiful Bill Act
On July 3, 2025, Congress passed and on July 4th the President signed into law the “One Big Beautiful Bill Act”

FMeX
Jul 7, 20253 min read


How Will Taxes Impact My Retirement Income?
Taxes can significantly affect your retirement income, reducing the amount available for spending.

FMeX
Jun 2, 20252 min read


When to Expect Your 1099
By this point, you might be a seasoned professional on what tax forms you need and which ones you don’t.

Gabby Bowman
Feb 3, 20253 min read


A Summary of Key Changes for Tax Year 2025
More than 60 provisions that impact your 2025 returns that you file in 2026

FMeX
Jan 29, 20253 min read


Contribute to an IRA Before the April 15th Deadline
Econ Wealth and your tax pro can help you navigate the ever-changing IRS rules.

FMeX
Dec 20, 20242 min read


Tax Loss Harvesting
A perspective on controlling your taxes.

Brian Zellers, CFP®, AAMS®
Dec 19, 20244 min read


5 Ways to Build A Better Tax Plan
Strategies to consider helping your financial plan become more tax-efficient.

FMeX
Nov 13, 20242 min read


Capital gains and why they matter
The Trump administration wants to change the way capital gains are taxed to factor in inflation.

FMeX
Nov 13, 20242 min read
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