TaxACT is the second largest player in the DIY tax prep business behind TurboTax and just ahead of H & R Block At Home ©. But don’t let that fool you. There are vast differences between TaxAct and its competitors. While I believe this software might be a good fit for some people, it could […]
Taxes and Mutual Funds- In Plain English
A few clients called recently and asked why they had to pay tax on the mutual funds they own even if they didn’t sell them. I figured you might be interested in the explanation too. Taxes and mutual funds seems tricky. But in reality, the way mutual funds are taxed is actually very straight forward. […]
Is Your Retirement Safe?
No matter if you are already retired or still planning your retirement, you’re smart to think about the traps that might jeopardize your financial future. That way you can do something about it before it’s too late. Truth be told, most people I meet are anxious about their financial future anyway – at least a […]
What To Do When You Inherit Money
More and more people I meet inherit money from other people. That’s because the people who came before us were very good at saving and investing. From a financial perspective, it’s a good problem to have of course. But it isn’t all chocolate and strawberries. In fact, receiving an inheritance often comes with its own […]
What Is High Frequency Trading And Does It Matter
High-frequency trading (HFT) is a technique used by certain brokerage firms to get in and out of a stock in a fraction of a second. Main stream media is landing on this like flies to what my dog Max leaves behind and I have to clean up. Is HFT really something to worry about or […]
IRS Tax Debt Relief – Do It Yourself
If you need IRS tax debt relief, you may not have to hire a fancy pants CPA or tax attorney. Depending on the situation, you have a few alternatives you can try yourself. If you are successful, you may end up saving a pile of money and your credit score too. Neal’s Notes: If you […]