Browsing: Personal Finance

Black Friday shoppers love finding great deals, but this year, they may also find some surprising expenses. Return policies at major stores have become more strict…

Christmas came early (again) this year for many taxpayers and tax professionals. The IRS has announced that it would (again) delay the new $600 Form 1099-K…

The approaching holidays present a golden opportunity to help you gain valuable insights that will help you better plan your retirement. And it’s a win-win—you can…

One of the most common questions when people hear I am a financial planner is some version of “Do you think I am on track for…

The Internal Revenue Service is delaying a tax-reporting rule that would have required payment platforms including eBay and PayPal to send out scores of potentially confusing…

“Practical men, who believe themselves to be quite exempt from any intellectual influence, are usually the slaves of some defunct economist,” John Maynard Keynes famously observed.…

There are few things I love more than sitting down with a bunch of other smart, intentional people and swapping thoughts on how we can do…

It has been five years since President Donald Trump signed the sweeping criminal justice regulation called the First Step Act (FSA). FSA allowed many federal inmates…

It’s time to assess your IRA plans and be sure to take before the end of the year the actions that can increase your financial independence.…

A day ahead of the October inflation report, consumers think inflation rates will barely continue their slow ebb away from scorching levels. Even with rates inching…