Someone will always be getting richer faster than you. This is not a tragedy...The idea of caring that someone is making money faster than you are is one of the deadly sins. -Charlie Munger What Accounts Should I Consider If I Want to Save More? If you have a surplus of cash on hand … [Read more...]
Accounts to Save More, Annual Portfolio Income, & Arenacross
Tax Filing Season Has Started
The IRS announced that the starting date for when it would accept and process 2022 tax-year returns was Monday, January 23, 2023. Tips for making filing easier To speed refunds and help with tax filing, the IRS suggests the following: Make sure you have received Form W-2 and other earnings … [Read more...]
RMD Considerations
The timing, amount, and tax consequences associated with Required Minimum Distributions (RMDs) might run the risk of throwing a wrench in your financial plans. It doesn’t have to be that way. This checklist covers important factors you need to know when reviewing your RMDs: What Issues Should I … [Read more...]
RMD Considerations, Tax Filing Season Has Started, & Game Show Battle Room
In the short-run, the market is a voting machine…but in the long-run, the market is a weighing machine. -Benjamin Graham What Issues Should You Consider When Reviewing your RMD? The timing, amount, and tax consequences associated with Required Minimum Distributions (RMDs) might run the … [Read more...]
High Inflation Considerations, Retirement Investing Tips, & Urban Air
The people who are crazy enough to think they can change the world are the ones who do. -Steve Jobs What Issues Should You Consider When Dealing with High Inflation? High inflation has been on everyone’s mind and something we have all been dealing with. This checklist explores ways to … [Read more...]