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With election day in plain view, most are anxious about the pending results and what such outcomes will mean to us individually and collectively. Regardless of which administration gets elected, it will likely impact us because we are part of this universe “tied in a single garment of destiny. Whatever affects one directly, affects all indirectly.”… Read More
With the holidays clearly in view, we are bombarded with early sales promotions to buy now and save more – pay later; we are enticed with credits and miles for opening new credit cards; we feel pressured to donate, to buy gifts – all on credit. A quick spending tip: before you buy, first pause and ask, do I need this now? Can I sincerely afford this expense at this moment?… Read More
Part 2 — Under the Trump administration, there were two major tax reforms; Tax Cuts and Jobs Act (TCJA) Tax Reform (effective on January 1, 2018) and ending in 2025. The estimated cost is $5 trillion. The Coronavirus Aid, Relief, and Economic Security (CARES) enacted March 27, 2020, a $2.2 trillion economic stimulus bill.… Read More
As I watched the first presidential debate and recap some of the campaign promises, I found myself reflecting on part of my later college years and a few words of wisdom provided by the school’s Career Development Center. We were warned to avoid certain topics during an interview, one of which is politics. In today’s culture, I wonder if this is still wise guidance being infused in the minds of today’s graduates.… Read More
{8 minutes to read} I hope you are looking forward to the Thanksgiving holidays ahead. Wherever you choose to enjoy your food and festivities — whether alone or with others — don’t leave gratitude off the menu. I trust that you found the earlier article informative — that is Part 1 for Individuals. Just in case… Read More
{8.5 minutes to read} Greetings to you and yours, I hope you are staying encouraged in spite of all that’s happening around us. With the year-end to-do list to accomplish and holiday planning, it is not uncommon for us to feel stretched on all sides. In this opinionated world we live in, just about anyone can… Read More
There is Joy in Dependence In recent weeks, the skies across the nation of America have been illuminated with fireworks, coupled with the sound of the firecrackers which adds a bit of energy to the annual July 4th celebration. Before you read further — as a reminder, the IRS is getting more stringent with the… Read More
I hope you are staying cool and hydrated during these summer days. What’s in this article? Ways to cushion the financial impact of the strikes in the Media & Entertainment industry. Items to consider for a Financial Check-up — our financial health is an integral part of our overall well-being. You may have already heard… Read More
{8 minutes to read} This month, the nation of America pauses for a day, Memorial Day, to remember the men and women who “traded” their lives for the welfare of our country & residents. Some died on the battlefield, while others succumbed to illness because of what they experienced on the battlefield. One lasting effect is… Read More
{6 minutes to read} The doors are now open to the 2023 tax season, with the IRS extending a little empathy toward certain losses. Are you an investor and a victim of a possible investment scam such as a Ponzi scheme? The IRS may allow a deduction for that. But before we get into the… Read More