Taxes

Stocks, Twitter Polls, and Market Games
Stocks, Twitter Polls, and Market Games

On Saturday November 6th, 2021, Tesla CEO Elon Musk released a Twitter poll asking if he should sell 10% of his Tesla holdings. Out of 3.5 million ...

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Year-end Money Moves
Year-end Money Moves

As 2021 draws to a close, now is a good time to consider smart money moves. “It’s a marathon, not a sprint” may be an overused phrase, but be...

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Are Social Security Taxes Enough?
Are Social Security Taxes Enough?
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Inflation Got You Down? I Bonds to the Rescue!
Inflation Got You Down? I Bonds to the Rescue!

Inflation: What is it and why are we freaked out by it?  Inflation is a decline in the purchasing power of a given currency, and is measured by the...

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Taxes Today, Tomorrow, or Never! A Discussion on Tax Savvy Long Term Investing
Taxes Today, Tomorrow, or Never! A Discussion on Tax Savvy Long Term Investing

Imagine two builders, both tasked with building identical, structurally sound, and physically comfortable homes in the same general location. The o...

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The Great Mortgage Debate
The Great Mortgage Debate

Politics and religion – two topics to be avoided at work, social gatherings, and if you are looking to stay away from unwinnable discussions with s...

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Cut Through the Jargon Part II: Mutual Funds, ETFs, Diversification, and Fees
Cut Through the Jargon Part II: Mutual Funds, ETFs, Diversification, and Fees

Imagine going to the supermarket with a simple goal: purchase food for the week. Easy enough, but of course there are the food allergies, the 6-yea...

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Cut through the jargon: Stocks & Bonds
Cut through the jargon: Stocks & Bonds

A 2018 BBC article noted that “there are an estimated 171,146 words currently in use in the English language.” We have a lot of words and the finan...

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So you are ready to invest, great! Now What? Investment Account Basics
So you are ready to invest, great! Now What? Investment Account Basics

Classically defined, investing is “the outlay of money, usually for income or profit.” In personal finance, investing can be found at the crossroad...

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