Is a Roth IRA a Good Fit For Your Goals – a Roth IRA offers tax advantages when you withdraw your funds.
Business Interest Deduction – a tax provision allowing businesses to deduct interest paid or accrued on debt related to their operations.
Health Savings Accounts and OBBBA – changes expanded eligibility for Health Savings Accounts effective January 1, 2026.
Don’t Fear Capital Gains Tax – the point is to manage capital gains, not to avoid attractive investments that may trigger them.
Save for Retirement or College – try to save for both but prioritize retirement savings.
August 2026 Question and Answer
Importance of Managing Cash Flow – effective cash management is the first step towards ensuring you have funds to meet your business’s financial obligations.