Community Blogs

Filing your tax return promises to be just as complicated as always – especially if you received stimulus payments or advance child tax credit payments. However, there are steps that… Read More

Are you looking for a way to fight inflation in your investment portfolio? Inflation rates have been hitting highs not seen since 2007 and purchasing power is a big concern… Read More

The current Covid-19 surge due to the Omicron variant has led many of us to be worried about the unknowns. Will school stay open? Will it close without warning? If… Read More

As an economist I was trained to make gargantuan assumptions and then reason from them – reality be damned! So let’s make some: First, in 2022 Covid will be whipped,… Read More

Cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for 2022 are as follows: 401(k), 403(b), 457 plans, and Thrift Savings Plan. Contribution limits for employees… Read More

Credit card balances typically follow a seasonal pattern, increasing significantly in the fourth quarter, coinciding with holiday shopping, and millions of taxpayers are still carrying debt from last year’s holiday… Read More

Inheriting a 401(k) isn’t always as simple as inheriting a home or other types of assets. The IRS has detailed rules about 401(k) beneficiaries that say when they must receive… Read More

As we close out the year and get ready for tax season, here’s what individuals and families need to know about tax provisions for 2021. Personal Exemptions Personal exemptions are… Read More

Recall from my column last month that in October 2021 I participated in an archaeological dig at Sudeley Castle in Gloucestershire, searching for the missing Banqueting Hall of Queen Elizabeth… Read More

If you hire someone for a long-term, full-time project or a series of projects that are likely to last for an extended period, you must pay special attention to the… Read More

In the summer of 1592, Queen Elizabeth I and her very large retinue of courtiers arrived at Sudeley Castle, a magnificent structure in the Cotswolds, in Gloucestershire, southwest England.  The… Read More

Open enrollment 2022 is here. From November 1, 2021 – January 15,  2022, you have the option to change your health insurance plan, increase your life insurance coverage, and decide… Read More