Tax Planning

Latest articles

Married Filing Separately: What Student Loan Borrowers Need to Re-Check at Tax Time

Meagan McGuire, CFP®, ChFC®, CSLP®

4 Tax Updates for Student Loans in 2026

Adam S. Minsky, JD

How to Lower Student Loan Payments: Start With Your Adjusted Gross Income

Caitlin See

“Married, Filing Separately”: 2026 Guide on Student Loan Payments and Your Taxes

Rob Bertman, CFA, CFP®

This May Be the Last Year to Claim Student Loan Tax Deduction

Adam S. Minsky, JD

Depreciation for Dentists: Guide for Practice Owners

Travis Hornsby, CFA®, CFP®

Amending Tax Returns from Separate to Joint for Student Loans: When and How to Do It

Travis Hornsby, CFA®, CFP®

How Student Loan Borrowers Can Use IDR Sensitive Investing to Earn More After Taxes

Travis Hornsby, CFA®, CFP®

Double Debt Strategy for Married Borrowers: When to File Separately

Caitlin See