December 6, 2024, started like every other day of the past 12 years or so, with our yellow lab, “Lil’ Bit,” (a true Southerner), watching me make coffee a ...
While it isn’t over until it’s over, we are now reasonably assured that our Personal Income Tax Rates will not increase at the end of 2025. Under the Tax Cu ...
With the rapid approach of Tax Filing Day (April 15, 2025, for Tax Year 2024), many Americans are hauling shoeboxes full of receipts to their kitchen tables, co ...
Inflationary pressures are diminishing, but in their wake lies an overall price level considerably higher than existed in our pre-COVID-19 environment. Rising p ...
Lacking either a bipartisan agreement or a Supermajority (60 or more in one political party), U.S. Senators are required to fabricate new and unusual ideas to j ...
Roth IRA Conversion decisions have always been complicated and subjective, based on expectations for changes to the U.S. Tax Code, plus a variety of personal co ...
Last week, we discussed our transformed and renamed Federal Department of Government Efficiency (DOGE), which, under the leadership of Elon Musk, is charged wit ...
Our transformed and renamed United States Digital Service, a Department founded by President Obama in 2014, is now operating under the moniker Department of Gov ...
Recent crypto purveyors have been touting tax advantages of holding actual cryptocurrency in IRAs. It should come as no surprise that crypto “investing” in ...
Having entered the world of fiduciary financial advising in 2001, among my earliest self-imposed rules involved understanding any and all portfolio assets prior ...
Mortgage Interest and Property Taxes: Maximizing Tax Deductions and Navigating the SALT Deduction Limitation Owning a home is a significant financial milestone. ...
We’ve never understood the propensity of many Wall Street media “stars” to make prognostications regarding the stock market’s future. Mostly, their ...
