Americans are enjoying better health and living longer than ever before. As a result many people are working past normal retirement age. One-third of Americans age 65 and older are still employed and Continue reading
We pay income tax on money we earn, sales tax on money we spend, and property tax on property we own. It seems we are taxed at every turn. In this installment of Eggstack, we look at property taxes: why we pay them and what they are used for. Continue reading
Caveat emptor is Latin for Let the buyer beware. It is an age-old concept that reminds us to be careful with the choices we make. Today we look at buying decisions and how they can make or break us. Continue reading
Retirement is the cherry on top of a life well-lived. Doing it right requires careful planning. Here are 5 signs you are not ready for retirement. Continue reading
Remember those Driver Ed movies where they showed what happens in a car crash? They were trying to scare us into being cautious drivers, and it worked. Continue reading
Can something as banal as coffee have a significant impact on your finances? As they used to say on Laugh-in, You bet your sweet bippy! Continue reading
If you are considering becoming an Airbnb host, this is your one-stop-shop for everything you need. We run down the top considerations including earning potential, getting started, and how to succeed. Continue reading
Ponzi schemes are fraudulent enterprises that entice investors with stellar returns on seemingly rock-solid investments. Earlier investors who want to withdraw their money are paid with funds from more recent investors. If withdrawals exceed deposits, the Ponzi scheme collapses and investors lose their life savings. Continue reading
Big news: After years of development and testing, it is finally here! Announcing the official release of Eggstack, the most advanced retirement planning tool ever created. Continue reading
When it comes to retirement planning, there are many ways things can go sideways. Some stem from a lack of planning while others are the result of misguided intentions. We break down the 3 biggest retirement mistakes. Continue reading
I do not know about you, but I hate moving. At some point when I am knee-deep in furniture pads and moving boxes, I look around and mutter, This is not worth it. Continue reading
I hate reading about Medicare. There are so many special cases and exceptions that it seems everything written about it gets so far into the weeds that you just cannot follow. Continue reading
A recent study by the Insured Retirement Institute with over 800 participants age 56 to 72 reveals how unprepared Baby Boomers are when it comes to retirement. We scoured the results to bring you this list of the seven deadly sins of retirement planning. Continue reading
Often referred to as summer or vacation homes, over 7 million homes in the U.S. are second homes. Many are located near mountains, bodies of water, and other recreational areas. We examine the tax implications of owning a second home. Continue reading
I am often asked whether I recommend new or used when purchasing an automobile. When you buy new, you get that new car smell, and who does not love that? Continue reading
A Roth Conversion is the transfer of funds from a tax-deferred retirement account into a Roth IRA. Join us as we look at the advantages and disadvantages of Roth conversions and how to go about doing one. Continue reading
For most homeowners, our mortgage payment is the biggest bill we have to pay each month. If only we did not have to pay it. Think of all the extra money you would have. Continue reading
Would you like to add gold to your portfolio without the hassles of owning physical gold? If so, we have the solution for you. Continue reading
