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Beating the Market Is Harder Than You Think — My Money Blog

One of the early books that heavily impacted my investing philosophy was Unconventional Success: A Fundamental Approach to Personal Investment...

Sales Tax Scaries 4: Nexus and Taxability

When Sales Tax Creeps Up on You Ever notice how the first characters in every horror movie never realize they’re...

3.12% Inflation Rate — My Money Blog

Savings I Bonds are a unique, low-risk investment backed by the US Treasury that pay out a variable interest rate...

Why S Corps Get Flagged for IRS Audits  

Key Takeaways:  Unreasonable shareholder compensation is one of the most common S Corp audit triggers; the IRS flags owners who...

Buy, Hold, and Rebalance — My Money Blog

I rarely share any market commentary, as I mostly believe that waiting around and doing nothing is the best course...

Sales Tax Scaries 3: Audits

Surviving the Scare of a Sales Tax Audit: How to Stay Prepared Few things are scarier in the tax world...

$200 Referral Bonus + 10% Match on USDG (up to $300/$3,000) — My Money Blog

Crypto exchange OKX is currently offering both a boosted $200 bonus in crypto and a 10% deposit match on USDG...

Tax Deductions for Gen Z, Millennials, and Boomers 

Key Takeaways:  Tax deductions vary by generation: Each age group, Gen Z, Millennials, and Boomers, has unique tax-saving opportunities based...

$200 Bonus on $30,000 Deposit (+3.90% APY) — My Money Blog

Barclays Bank Delaware is an FDIC-insured US bank with a limited-time offer of a $200 bonus if you deposit $30,000+...

Sales Tax Scaries 2: M&As

The Hidden Dangers of Sales Tax in Mergers and Acquisitions Few business deals can ignite optimism like a merger/acquisition: new...

How to Close Your US Bank Account or US Bank Credit Card Online — My Money Blog

After US Bank completely changed the terms of their Smartly Rewards credit card less than 6 months after application, I...

Estimated Tax Payments: What Happens If You Miss a Quarter 

Key Takeaways Missing a quarterly estimated tax payment triggers IRS underpayment penalties and daily compounding interest until the balance is...