May 11, 2022

Stock Market Jitters? How About Dividend Paying Stocks?

If there is one recurring theme in many phone calls, I have gotten from my mostly elderly clients this year, it’s something like this… “Should I […]
May 11, 2022

Is It Time To Buy An Electric Vehicle?

Oh boy!  I’m about to step in a big pile of ___.  In the news this week, the state of Washington passed a law requiring that […]
May 11, 2022

Seven Thoughts on Filing Your Tax Return

First off, I know, yesterday was April 15th.  So why the article on April 16th?  Simple!  The IRS extended the due date to April 18th, so […]
May 11, 2022

Self-Directed IRAs…Do You Need One?

First, let’s get some things straight.  Do you have an IRA?  If so, is your IRA invested in the usual plain-vanilla investments such as stocks, bonds, […]
May 11, 2022

Medicare Premium Surcharges OUCH

If there is anything evil in the rules and taxes regarding elderly issues, it seems that Congress will find a way to make it worse. My […]
April 7, 2022

IRA For Kids?

I remember my first job.  Do you?  I earned a lot, but mostly not in money, more in life-skills and attitude. Sometimes it seems that the […]
March 31, 2022

Understanding Dependent Care Credit

To start with, this is all about getting some money back from Uncle Sam if you pay somebody else to watch your kids while you work.  […]
March 23, 2022

Passing Out Some Of Your Estate BEFORE You Die

In my travels through this life, I get to meet some of the most amazing, kind, loving, and generous folks.  This year, a few of my […]
March 16, 2022

Some Obamacare Taxes Still Around

We went through a time when all those new Obamacare Taxes were a bit overwhelming.  If you had a “Cadillac plan” you paid extra “taxes.”  If […]