tax | Something On My Mind

the personal finance blog

PFT #55 - Personal Finance Tip Tracking Realized Capital Gains for the Calendar Year

As each year ends investors balance losses against gains to minimize taxes that are paid to the IRS each year.

#49 - I am Leaving My Job. Do I Need to Have an Employer-sponsored plan with my New Employer?

Social Security’s goal is to provide 40% replacement income and the individual’s goal is to reach 80% replacement income in retirement.

#47 - The 2020 Tax Review: Why You Don't Want a Tax Return & How The Money Improves the Budget

If your standard deduction is less than the total of your itemized deductions, then you should be able to save money.

Podcast #40 - Establishing Good Credit for Your Children and Some Important Reminders for Adults

How do we establish credit for your children? They cannot apply for a credit card legally until age 18; they may may have an authorized user