Wealth isn't primarily determined by investment performance, but by investor behavior. -Nick Murray Year-End Tax Planning The window of opportunity for many tax-saving moves closes on December 31, so it's important to evaluate your tax situation now, while there's still time to affect your … [Read more...]
Year-End Planning, Student Loan Repayment Delays, & Butler High Career Day
Strong Dollar Effects, Aging Parents, & Petty Hike
More people lost money waiting for corrections and anticipating corrections than the actual corrections. -Peter Lynch What Does A Strong Dollar Mean for the U.S. Economy? Intuitively, it might seem that a strong dollar is good for the U.S. economy, but the effects are mixed in the … [Read more...]
Year-End Tax Tips, Your Credit Report, & Oakley
Fear incites human action far more urgently than does the impressive weight of historical evidence. -Jeremy Siegel 2022 Year-End Tax Tips Whether it's deferring income into next year or increasing your withholding to cover a tax shortfall, here are a few year-end tax tips to keep in … [Read more...]
Medicare Open Enrollment, Tax Withholdings, & Mullet Contest
Human nature being what it is, small loopholes are likely to be exploited until they become big ones, and big ones until they turn into financial disasters. -Seth Klarman Medicare Open Enrollment Is Here: How are costs changing for 2023? Medicare's Open Enrollment Period - which runs … [Read more...]
Portfolio Income, 529s vs Other Options, & Heidi
Our stay-put behavior reflects our view that the stock market serves as a relocation center at which money is moved from the active to the patient. -Warren Buffett How much annual income can your retirement portfolio provide? Your retirement lifestyle will depend not only on your assets and … [Read more...]