Don’t get caught flat-noted this New Year’s Eve! Rehearse your Auld Lang Syne now and wow your friends. Should old acquaintance be forgot and never brought to mind? Should old acquaintance be forgot and auld lang syne? [Chorus –…
Yes, 2022 is quickly drawing to a close, but it’s not too late to help those non-profit organizations you love. Here are three quick tips for making the most of your charitable gifts for taxes. If you are age 70…
Yep, your investments are down and so are your spirits. Those looking for a silver lining may be talking about tax loss harvesting. What does that even mean? Warning, if your money is all in retirement accounts (IRAs, Roth IRAs,…
Maybe inflation isn’t all bad. Social Security checks are going up 8.7%, you can buy a 1-year CD earning 4.5% interest, and (for those who aren’t spending every last time on more expensive groceries) we are seeing a big jump…
The IRS has done it again. Taken an already unfortunate new rule about inheriting IRAs and made it even worse. To recap, if you inherited IRA/Roth IRA/Workplace Retirement Account money from someone who died in 2020 or after, the…
Three not-fun things to do at the Thanksgiving table Talk about how you voted in the mid-term elections. Stare at the football game. The Festivus Airing of Grievances one month early. Three more fun Thanksgiving activities Thanksgiving Mad Libs! Print…
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