Browsing: Personal Finance

Introduction to the CCA In a recent Chief Counsel Advice (CCA) issued November 28, 2023 the IRS took the position that modification of a grantor trust,…

My fiancée and I agreed to buy a house that was more than what we expected to pay, but we both liked it. We agreed that I…

In the first few hours of 2024, over 220 U.S. workers will have likely paid all their Social Security taxes for the entire year. In contrast,…

“A few key considerations as you evaluate which ‘hustle’ is right for you.” In the world of financial literacy, a few items and actions have emerged…

The S&P 500 gained 26.29% during 2023 when you include the return from dividends. This 2023 return more than offset the 18.11% loss during 2022. With…

It’s getting to be time to break open the bubbly. Yes, New Year’s Eve is upon us. And that means people will be looking to toast…

The Corporate Transparency Act (“CTA”) is upon us. January 1 all new entities have to register with the FinCEN. Unless Congress acts to defer filings for…

I’m in escrow on a house I am buying, but I just had inspections done, and they found a dead German cockroach, as well as droppings…

A number of CMOs either choose to retire early (their 50’s) or they transition into an entirely different career. As somebody who left the CMO world…

You’ve heard the adage “use it or lose it”. It’s particularly apt in describing what happens as we age. Typically we move less, lose muscle strength,…