Financial Planning Roundup: 2026 Edition of Taxes Made Simple

A quick announcement for today: I just released the 2026 edition of Taxes Made Simple. It includes all the stuff that’s new for 2026 (and 2025), such as the $1,000 charitable donation deduction for non-itemizers, the senior deduction, the deductions for qualified tip income, qualified overtime income, and vehicle loan interest.

If you think it would be helpful for you or a loved one, I’d encourage you to grab a copy. Or leave a review if you’ve read it in the past and found it helpful:

• Taxes Made Simple: Income Taxes Explained in 100 Pages or Less

Other Recommended Reading

• Can Equity Investments Help Social Security’s Finances? from Anqi Chen, Alicia Munnell, and Jean-Pierre Aubry
• High Inflation May Continue: How It Could Affect Your Investing from Allan Roth
• Did you Already Win in Life? from Elliott Appel
• Keeping More of What You Earn (YouTube discussion with Paul Merriman and myself, in which we discuss a range of topics)
• Trust Distributions: Timing, Tax, and Practical Considerations from Douglas Yost
• Vanguard’s VOO Hits $1 Trillion of Assets in ETF Industry First from Katie Greifeld

Thanks for reading!