by Michael | Financial Planning, Planning, Taxes
The 2020 Election
Thankfully at 4:05 on Tuesday, November 3, 2020, my 2020 election experience ended.
I went and voted.
No, I did not go vote early or stand in line for hours. Thankfully, all of you had previously voted, and when I arrived, there were twelve poll workers and one voter – me.
I say my election experience ended simply because my casting my vote was completing my part.
How about you? Did you vote?
The Mutual Fund Taxes are Coming
What Gains are in your Mutual Fund?
Tax frenzy may reach a fever pitch in April, but it is a mistake to only consider your tax bill around tax time.
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by Michael | Family, Financial Planning, Life, Planning
Black Friday is dead.
There are 75 shopping days until Christmas, and most of what is going to be purchased this year will be online.
There will be very little hearing of the Salvation Armey bells ringing as you approach the shopping mall. They are going to need to rewrite the lyrics to Up on the Housetop.
Sing-Along – The “old” version is
Up on the Housetop, reindeer pause
Out jumps good ol’ Santa Claus
Down through the chimney with lots of toys
All for the little ones’ Christmas joys
Ho ho ho, who wouldn’t go
Ho ho ho, who wouldn’t go
Up on the Housetop, click, click, click
Down through the chimney with good Saint Nick
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by Michael | Family, Life, Planning
in·spire
fill (someone) with the urge or ability to do or feel something, especially to do something creative.
What inspires you today?
Are you adjusting to the everyday life alterations since the pandemic began?
Are you wondering what is happening with the kids’ education, missing friends, family members, and co-workers?
With worrying about the economy, your kids’ schoolwork, and people’s health and given how taxing the new normal is, how are we supposed to inspire?
This valuable resource can be elusive even in “normal” times, but right now, it can feel nearly impossible.
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by Michael | Employment, Financial Planning, Planning, Taxes
I am from the IRS, and I am here to help you.
No, that is not the latest straight punch line immediately preceding when a cast member yells, “Live from New York, it’s Saturday Night!”
Keeping with the weirdness of 2020, we have four IRS activities that may impact you.
You may get an interest payment from the IRS
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by Michael | Employment, Family, Financial Planning, Planning
The calendar changed to August, and if 2020 were a typical year, then back to school surge would be about to begin. In many locals, it already has the option for in-class or online classes. It is a valid al la carte’ choice that each family has made.
Yet, despite this ongoing pandemic, there is a back to school that might just be missing in your life.
In your professional career, the answer can be as short as a month, and as long as a year.
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by Michael | Family, Financial Planning, Planning
Was this a typical summer the buzz of going back to school would be in full force as the calendar is about to turn to August.
We all know that nothing about 2020 has been routine and to schedule. Despite this ongoing interruption, there is one aspect that remains consistent.
Every day we all grow another day older.
It is time for your Summer Financial Checkup
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