It was time to pay a deposit to our tour operator in Kenya for our upcoming trip in January. When you need to transfer money to another country and the receiving party wants the money in their own ...
Latest Blog Posts
California and New Jersey HSA Tax Return Special Considerations
After Alabama made its state law conform to the federal law, California and New Jersey are the only two remaining states that don't recognize Health Savings Accounts. After reading my updated Best HSA ...
Best HSA Provider for Investing HSA Money
[Updated in November 2018 after Fidelity Investments started offering HSA to the general public.] An Health Savings Account (HSA) has triple tax benefits: tax deductible contributions going into ...
When To Sell I Bonds
I mentioned in an email update I'm planning to sell all my Series I Savings Bonds ("I Bonds") with a fixed rate of 0.3% or below next year. These I Bonds were bought during the last 9 years. The fixed ...
I Paid Off My Mortgage But My Housing Cost Didn’t Go Down
December 2017. Congress passed a new tax law. The expanded standard deduction meant I wouldn't get any tax benefit from carrying the mortgage starting in 2018. I decided to pay off my mortgage in ...
ACA Health Insurance: Ask For Premium Assistance Or Not
After I eagerly signed up for the ACA health insurance for next year on the first day of open enrollment, I received a letter from the health insurance exchange saying we were only "conditionally ...