
November 7
The IRS slaps tax debtors with a slew of fines every year. How much is it, exactly? If you live in Charlotte and owe taxes, you should look into it......

November 6
These days, I'm pleased it's tax season, since it gives me an easy out when people start talking about politics: Oh, THAT [wild new political storey]?...

November 6
Many things have changed recently, including Academy Award nominations (which have dropped), mortgage rates (which have risen), and the effective tax ...

November 5
The return of March Madness this week served as a stark reminder of how much has changed in just a year. The cancellation of this event in 2020, in my...
November 4
Traditional IRA A traditional IRA is any IRA that is not a Roth IRA or a SIMPLE IRA. You can set up a traditional IRA if you receive taxable compensat...
November 4
Social Security Full Retirement Age If you were born in 1954 or earlier, you are eligible for full Social Security benefits in 2021. The following cha...
November 4
Pension Income Planning An employee nearing retirement may face a dilemma when it comes to choosing his or her pension. Pension options from a defined...

November 4
We're almost to the end of September, which makes me wonder where summer went. The weather is changing, and pumpkin lattes are everywhere... and thing...

November 3
With May 17th behind us (albeit it was just another day for people in Texas, Louisiana, and Oklahoma), We're moving our attention to the planning and ...

November 2
Today, I'd want to talk about financial freedom in further depth (since I received some great feedback the last time I wrote about it). But before I g...