The concept of tax return preparation and financial management. Businessman calculates taxes using calculator and laptop. finance, Income tax,  tax documents, and savings

Tax Changes

Dec 18, 2025

Dana and Brad discuss recent tax code changes as well as designing your fiscal house.

  • Depending on where you live in the U.S. life expectancy can vary up to 8 years.
  • 100 minus your age is a good rule of thumb for how much you should have at risk In the market.
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