People often think about holiday stuff at year-end. And this focus makes sense. As a society, we enjoy a ton of holidays falling in November, December … [Read more...] about Walter White Wished He’d Had a PPO
personal finance
$10,000,000 Individual Retirement Accounts and 401(k)s: Actually Possible?
In an online forum recently, I saw someone suggest you can accumulate a $10,000,000 Individual Retirement Account or 401(k) account. This is … [Read more...] about $10,000,000 Individual Retirement Accounts and 401(k)s: Actually Possible?
What to Know About Buying Health Insurance in WA
Okay, so the New Year is right around the corner and that means, among other things, that now is the time to make health insurance decisions for the … [Read more...] about What to Know About Buying Health Insurance in WA
Small Business IRS Audits: Minimizing Damage and Distress
Small business IRS audits can turn into a really ugly experience for some business owners, managers and entrepreneurs. But you know what? The … [Read more...] about Small Business IRS Audits: Minimizing Damage and Distress
The Rich Get Poorer: the Myth of Dynastic Wealth
In the recent paper, “The Rich Get Poorer: the Myth of Dynastic Wealth,” Robert D Arnott, William J. Bernstein, and Lillian J Wu analyze the arguments … [Read more...] about The Rich Get Poorer: the Myth of Dynastic Wealth
Getting Smart about Past Due Taxes and Tax Returns
One of the biggest tax-related stresses people encounter is the situation where they accumulate several years of past due taxes and tax … [Read more...] about Getting Smart about Past Due Taxes and Tax Returns
Hiring Your Children as a Tax Loophole
Thinking about hiring your children as a tax loophole? Probably because it’s summer, several clients and friends have recently asked me … [Read more...] about Hiring Your Children as a Tax Loophole
10 Obamacare Facts Small Business Owners Must Know
Lots of small business, I suspect, have ignored the Affordable Care Act, the healthcare law we all better know as “Obamacare.” But that’s not … [Read more...] about 10 Obamacare Facts Small Business Owners Must Know
Index Funds and Asset Allocation Even Better for the Wealthy?
Index funds represent a truly excellent financial product. They result in ultra-low-cost investing, provide massive diversification, and operate with … [Read more...] about Index Funds and Asset Allocation Even Better for the Wealthy?
Why You Should Extend Your Tax Return
We’ve been scurrying around the last week or so, trying to finish up individual taxpayers’ tax returns. But can I share a tax accounting secret … [Read more...] about Why You Should Extend Your Tax Return