Almost to tax day, which (working in financial services as I do) is somewhat of a marker for busy-ness, but not as much as it was when I worked for an accounting firm or tax department. At least most of the "administratrivia," as I call it, is over for the year. That's all the tax forms (1099s and K-1s) that I need to send to clients and their CPAs early in the year. The 1099s are out in January or February, but the K-1s continue to trickle in, with several coming...
We tired of winning yet? This latest Trump-manufactured Epstein Files distraction-of-the-month has taken me down a bit of a rabbit hole about Am...
MM(22) Feb 2026 'Gifted College Fund': $2,600 (+$5K ROTH) MM(22) Mar 2026 'Gifted College Fund': $1,347 (+$5K ROTH) Rent is paid through 4/30. ...
So we got our tax return into the bank it was $192 where we figured it to be $522 so hopefully we will get paperwork to say why it is so low...but I g...
Ever had a friend who is always longing for adventures, and for some reason, they always want you to come along? Or perhaps you are that wondero...
how you fall down the insurance rabbit hole
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