When discussing tax-saving strategies, business owners appear to have the upper hand. W-2 employees gaze with envy upon the vast menu of deductions and credits available to the self-employed.

But envy not! Employees with W-2 wage statements can harness powerful techniques to reduce their taxable income and keep more of their hard-earned money.

This article will address a key question that we get regularly from prospective clients:

What makes Fortuna’s asset management framework different from most money managers?

A 2023 rule change to 529 education savings plans allows up to $35k of unused funds to be rolled over into a Roth IRA.

Every eligible family should open and HSA and start writing off doctor visits, but these accounts are even more powerful than most realize.

Yes, you can be a DIY tactical investor, but is it worth it?

The explosion of low-cost index ETFs has made this the best time ever to be an individual investor.

A new book on sheds light on what it’s like inside the world’s top performing investment firm.