Further Reading
Learn more about your financial interests.
Small Corporations in Financial Planning
Many taxpayers build lasting companies with solid reputations and solid liability protection. Corporations, profit or nonprofit, are single or…
Itemizing Trump Tax Deductions for 2025
Trump’s One Big Beautiful Bill Act (OBBBA) passed Congress and now figures into your 2025 tax returns with blatant Schedule A tax…
Generation X: Financial Success by Osmosis
Born 1965 to 1980, Gen X’ers today are roughly age 45 to 60. Their share of American wealth rose to 26% in 2023. Surviving 2008, they…
Partnerships and LLC Planning
Partnerships, filing March 17, enable two or more individuals or business entities to work together as a single business. Partnerships enable…
Planning for the Price of Power
Hayek’s “Use of Knowledge in Society” illustrates the profound challenges that well-meaning but arrogant market planners have faced from…
The AI Tsunami for Workers and Investors
Oxford’s 2013 study estimated that “47% of U.S. occupations were at high risk of automation.” Techno-Marxists fret that AI will wipe out jobs of all but…
Henry David Thoreau in the Santa Cruz Mountains
Five years ago, I was a poor tax accountant who lived with a city-loving wife in Santa Clara and a cheap rental I had obtained for $169k. Yet…
Cost Cutting for Affordable Obamacare
In 2010, President Obama mandated insurance with tax supports in state “exchanges” covering all but corporate employees, the elderly or…
Medicare and Medicare Advantage Planning
Medicare Open Enrollment is Oct. 15 to Dec. 7, but you can switch Medicare Advantage Plans between Jan. 1 and March 31. At age 65, most people…