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Where I share tips, news, and helpful information about all things finance:
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Financial Planning
Early Retirement
Insurance
Taxes
Investing
TIPS for Retirees: A Guide to Inflation-Protected Securities
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Year-end Charitable Gifting Strategies
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Why (and When) I’m Selling My I Bonds from April 2022
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How to maximize your after-tax yield on cash at Charles Schwab
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Are you missing the tax deduction for U.S. obligation interest?
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Goodbye iBonds?
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Lessons Learned from Losing a Loved One
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SECURE ACT 2.0 for Retirees
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9 Questions To Ask A Flat Fee (or any!) Financial Advisor As You Near Retirement
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Extension of the ACA “Subsidy Cliff?”
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In the News: I Bonds
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Health Insurance for Retirees before age 65
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In the Media
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Need a new car? Now might actually be a good time to buy.
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How to Freeze Your Credit
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Do you have sufficient property and casualty insurance coverage?
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Year-End Tax Planning Strategies for Individuals
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Mike Powers featured in CNBC for Retirement Planning
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Should you convert your traditional IRA to a Roth IRA?
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Elimination of the ACA “Subsidy Cliff”?
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Strategies to consider due to the recent tax law proposals
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Why I Switched to Flat Fees
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How to fully utilize a Donor-Advised Fund
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How to save $1 million completely tax free
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Your Early Retirement Checklist
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Financial Planning Using Your Tax Return
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Solo Business Owners: How to qualify for health insurance tax credits while making over $400k per year
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What is Manuka? (mah-noo-kah)
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A Letter of Gratitude
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Year-end Charitable Gifting Strategies
Click to Read
Lessons Learned from Losing a Loved One
Click to Read
SECURE ACT 2.0 for Retirees
Click to Read
Extension of the ACA “Subsidy Cliff?”
Click to Read
Need a new car? Now might actually be a good time to buy.
Click to Read
How to Freeze Your Credit
Click to Read
Mike Powers featured in CNBC for Retirement Planning
Click to Read
Elimination of the ACA “Subsidy Cliff”?
Click to Read
How to fully utilize a Donor-Advised Fund
Click to Read
9 Questions To Ask A Flat Fee (or any!) Financial Advisor As You Near Retirement
Click to Read
Your Early Retirement Checklist
Click to Read
Health Insurance for Retirees before age 65
Click to Read
Do you have sufficient property and casualty insurance coverage?
Click to Read
Solo Business Owners: How to qualify for health insurance tax credits while making over $400k per year
Click to Read
Are you missing the tax deduction for U.S. obligation interest?
Click to Read
Year-End Tax Planning Strategies for Individuals
Click to Read
Strategies to consider due to the recent tax law proposals
Click to Read
Financial Planning Using Your Tax Return
Click to Read
TIPS for Retirees: A Guide to Inflation-Protected Securities
Click to Read
Why (and When) I’m Selling My I Bonds from April 2022
Click to Read
How to maximize your after-tax yield on cash at Charles Schwab
Click to Read
Goodbye iBonds?
Click to Read
In the News: I Bonds
Click to Read
Should you convert your traditional IRA to a Roth IRA?
Click to Read
How to save $1 million completely tax free
Click to Read
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