Creator of the 4% Rule thinks it could be 4.5%
Few people have shaken up investing like William Bengen. In 1994, William Bengen, who at the time was just starting out as a financial advisor—published
January 23, 2021 No Comments
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The 4% retirement rule explained
In the 1990’s, a key retirement planning study was published by three Professors from Trinity University, often referred to as The Trinity Study. The Trinity Trio
May 26, 2020 No Comments
2021 HSA Contribution Amounts Announced by IRS
Rev. Proc. 2020-32 provides the 2021 inflation adjusted amounts for Health Savings Accounts (HSAs) as determined under § 223 of the Internal Revenue Code. For
May 22, 2020 No Comments
IRS adds phone operators to answer Economic Impact Payment questions (Personal Stimulus Payments)
The IRS will add 3,500 telephone representatives to answer some of the most common questions about Economic Impact Payments. IRS telephone assistance and other services will remain
May 22, 2020 No Comments
Health Insurance Costs of Employee Family Members of 2-Percent Shareholders
The Office of Chief Counsel of the Internal Revenue Service issued Memorandum 201912001 on 03/22/2019 addressing whether health insurance costs of employee family members of
May 21, 2020 No Comments
Simple Investing Principles from Jack Bogle, JL Collins, Warren Buffet, and others
JL Collins investment principles are simply these… Spend less than you make.• This creates a cash surplus. Use that cash surplus to pay off debt.•
May 20, 2020 No Comments
Federal Reserves deletes rule that limits 6 transfers from savings accounts per month
The Federal Reserve Board on Friday announced an interim final rule to amend Regulation D (Reserve Requirements of Depository Institutions) to delete the six-per-month limit
April 28, 2020 No Comments
IRS tool to update direct deposit info for Economic Impact (stimulus) payment
The IRS has launched a new Get My Payment tool with features to let taxpayers check on their Economic Impact Payment date and update direct deposit information.
April 23, 2020 No Comments
Amazon Prime Video uses 1-Click Payment Method
We’re finding that some clients are surprised by having their personal Amazon Prime Video purchases charged to their business credit card and don’t know why
April 4, 2020 No Comments
Stimulus checks approved to ease impact of coronavirus restrictions: Here’s how to access them
With President Trump signing the massive $2.2. trillion coronavirus stimulus bill last week after it sped through Congress, many Americans will soon receive a much-needed
March 27, 2020 No Comments
Mike Rowe of ‘Dirty Jobs’ says ‘follow your passion’ is bad advice
Former star of the Discovery Channel’s “Dirty Jobs” Mike Rowe wants to close America’s skills gap. I think he’s got some great advice about the
February 28, 2020 No Comments
Preparing for a new mortgage or re-finance
If you prepare ahead of time for a obtaining a mortgage loan, it can make a big difference to make your deal go smoother and
October 2, 2012 No Comments
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