Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Well, it finally happened—the House just passed the proposed "Big Beautiful Bill Act" (🤦♂️ yes...that's the name...) by a razor-thin margin of just one vote. The name might make you chuckle (or cringe), but the potential impact on your finances is no joke. These are still proposals, not law yet. It still needs to go through the Senate, and we can expect important changes. But knowing what's...
13 days ago • 4 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Understanding AGI - One of the Most Impactful Tax Planning Levers On Your Tax Return Now that tax season has wrapped up, it’s the perfect opportunity to proactively plan for the year ahead. To many, "tax planning" simply means piling up as many deductions as possible. But that misses the mark - we should take a step back and think through what we're actually planning for. What are the key...
about 1 month ago • 3 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Why We Invest Globally (Not Just in the US) With the recent declines and tariff news, I've spent a lot of time reminding ODs to be patient - declines are an expected and normal part of investing. They happen with consistency - they may start differently, but tend to end up just about the same way with recovery over time. They're also opportunities for long-term investors (that's you!) to...
2 months ago • 2 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Fresh Student Loan News and an Important Discussion of Tradeoffs in Student Loan Decisions The student loan saga continues. As soon as I put out one piece of content, the next day things change. Let's dive into the recent updates for student loans and an important discussion of tradeoffs we choose when deciding student loan repayment plans. Updates to the Federal Student Aid SAVE Guidance...
2 months ago • 4 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Stock Declines Are a Pretty Normal Part of Investing - And What We Should Do About It Death, taxes, and (temporary) stock market declines—some things are just part of life. Lately, headlines have been buzzing with drama: government policy, economic concerns, tariffs, and stock market fluctuations. There's been plenty of fodder for publications vying for your attention. It's been a rocky start...
2 months ago • 7 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time 8th Circuit Court of Appeals Confirms and Expands the SAVE Freeze After months of waiting, we finally have news related to the SAVE plan court cases. As a result of a lawsuit out of Missouri, the SAVE plan was essentially put on ice. Borrowers on SAVE have been on an interest-free forbearance that has not counted toward PSLF or 20/25-year forgiveness. That injunction was appealed, and on...
3 months ago • 6 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time When Tax Deductions Pack an Extra Punch We tend to love tax deductions. Who doesn't enjoy paying less taxes? An important part of tax planning is aiming to pay as little tax as possible over our lifetimes. A big part of that is taking deductions when and where they can give us the biggest impact. Beyond Your Marginal Tax Rate When we take a deduction, we typically think of saving taxes at the...
3 months ago • 3 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time 6 Tax-Planning Levers You Can Still Pull Before Tax Time It's already February, and we're cruising right into tax season. Since the New Year passed, all tax-planning opportunities went with it, right? Not quite – there are still tax planning opportunities to take advantage of for 2024 after the New Year. With changes in tax laws and evolving strategies, there’s plenty to consider. Without...
4 months ago • 7 min read
Eyes on the Money Newsletter Helping ODs master their money, career, and practice one email at a time Your Tax Time Survival Guide 🎉 It’s here again—tax season! That joyous time when ODs and tax preparers come together to conquer the complexities of tax returns 🤝. Whether you're managing a private practice or working as an associate, being prepared with the right documents can make tax time smoother, faster, and more financially beneficial. Here's your essential tax-time checklist to keep...
4 months ago • 3 min read