Chief Tax Officer and Lead Tax Attorney at Optima Tax Relief, Phil Hwang, Appointed National Chair of IRS Taxpayer Advocacy Panel

Optima Tax Relief announced today that Philip Hwang, its Chief Tax Officer and Lead Tax Attorney, has been appointed National...

Tax Benefits of Health Savings Accounts

Key Takeaways  HSAs provide triple tax advantages with tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses.  To...

MMB Portfolio Dividend & Interest Income – 2025 Year End Update — My Money Blog

Here’s my 2025 Year-End income update as a companion post to my 2025 Year-End asset allocation & performance update. Even...

What is the Safe Harbor Rule for Underpaying Estimated Tax? 

Key Takeaways  Safe harbor tax rules protect against IRS underpayment penalties, not balances owed, by meeting specific payment thresholds during...

Apple Watch Standalone Phone on US Mobile Review — My Money Blog

My older two kids do not have smartphones, but instead both have an Apple Watch SE w/ Cellular for basic...

2026 Tax Brackets and Deductions

Key Takeaways   The 2026 tax brackets were increased for inflation, allowing taxpayers to earn more income before moving into higher...

Discover Stops Accepting Applications for New Deposit Accounts

Capital One Travel: Up to 40K Bonus Miles with First Booking (Targeted)

Citi Checking Bonus, Earn Up to $1,500 with New Account

Huntington Bank Bonus, Get $600 with New Checking Account