Do you taxes by the book. It’s the law and it’s the right thing to do. Say no to aggressive tax tactics even though you may get away.
Latest Blog Posts
IRS Advisory On Prepaying Property Tax
Prepaying property tax is deductible in 2017 only if the tax is already assessed.
Make Mortgage Payment Due On January 1 In December
Making mortgage payment due on Jan. 1 in December will lower your taxes if you will switch from itemizing to the standard deduction.
High Income In Blue States Under New Tax Law
Losing the state income tax and property tax deductions isn’t a big deal even for someone with a high income in a Blue State.
Buy a New Car Easily Without Using a Service
Buying a new car has become very easy if you know where to shop.
Wealth Conversion Efficiency Adjusted For Inflation
Wealth Conversion Efficiency ratio measures how efficient you are in converting your inflation-adjusted earnings to wealth. Use the spreadsheet to find out how well you did.
Your Savings Rate: Count Mortgage and Loan Payments?
Your savings rate determines how fast you build wealth. Should you count mortgage and loan payments as savings? We dive deep to the bottom of this debate.
HSA Contribution Limit For Two Plans Or Mid-Year Changes
HSA contribution limit gets more complicated when a married couple are on different health plans or when they change insurance plans during the year.
How Advice-Only Works
An interview with financial advisor Allan Roth on how he works under the hourly Advice-Only model.
When AUM Fees and Financial Planning Have a Baby
An insider’s account for how assets under management fees are a poor fit for financial planning.