Further Reading
Learn more about your financial interests. Browse our published articles for comprehensive financial education.
Wartime Financial Planning
History suggests that politicians, seeking victories, frequently underestimate the length or devastation of wars: see the South in the five-year Civil War…
Financial Wisdom for the Ages: Celebrating 50 Press Banner Articles
In honor of 50 of my articles getting published on the Press Banner, here’s a review of my in-depth pieces on financial education, history, and planning…
The Millennials: Nurtured for Prosperity
Born between 1981 and 1996, 72 million increasingly diverse Millennials today thrive in midlife. Using social media for networking and efficiency…
Trump Tax Benefits for Rich and Modest Taxpayers
Trump tax contains more than the itemized deductions and child taxes I previously discussed; he sought votes from modest earners…
Asset Flipping to Avoid Taxes
Tax involves words more than numbers, and CPAs and CFPs evade math beyond Algebra I. Yes, readers can flip taxable investments into…
Child Taxes After Trump Reforms
Now kids will be born with tax deductions and savings checks! Without these, parents save for children after taxes up to 37%…
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…