Manage Money
MMB Portfolio Dividend & Interest Income – 2025 Q1 Update — My Money Blog
Here’s my 2025 Q1 income update as a companion post to my 2025 Q1 asset allocation & performance update. Even...
Introducing taxC – New product offering of AI-enhanced calculation technology and managed filing and remittance
We are excited to announce a new offering from TaxConnex – taxC. This powerful new solution combines advanced tax calculation...
MMB Portfolio Asset Allocation & Performance – 2025 Q1 Update — My Money Blog
I try to limit checking my portfolio to once a quarter, and this is my 2025 Q1 update that includes...
Should I Amend My Tax Return?
Filing a tax return can be a complex process, and even the most diligent taxpayers sometimes make mistakes or overlook...
Whose Sales Tax Is It, Anyway? Part 1
The seller’s? The buyer’s? Is this even a “tax”? (more…)
40,000 Point Offer (Worth $1,000 in Amtrak Fare) — My Money Blog
The Amtrak Guest Rewards Preferred Mastercard, issued by First National Bank of Omaha (FNBO), offers a variety of perks for...
Long-Term Financial Planning Post-Tax Resolution
Resolving tax issues is a significant milestone that can bring both relief and a renewed sense of financial responsibility. However,...
Fidelity, Schwab Won’t Let You Trade Money Market ETFs (That Aren’t Theirs) — My Money Blog
In case you aren’t aware that a huge profit source for every broker is your idle cash, Bloomberg reports that...
Sales tax on feminine hygiene products: Where it’s changing
Call it “the pink tax,” “the tampon tax” or “the period tax.” Critics call it a regressive if not unconstitutional...
American Express “Member Week” March 17-21 (Limited-Time Offers) — My Money Blog
American Express is celebrating their 175th birthday (!) with a “Member Week” from March 17-21. They are touting various special...
Saving for College: 529 Plan Tax Benefits
Saving for higher education tuition can be overwhelming. However, it can be a little easier with the help of a...
Best Asset Location for TIPS Ladder: Taxable, Tax-Deferred, or Roth?
If you are a DIY investor (or professional financial planner) that is looking to geek out on the intricacies of...
