Taxes
How the Sales Tax Playbook Has Changed Since the Last U.S. World Cup
When the FIFA World Cup was last hosted in the United States in 1994, the internet was still in its...
MMB Portfolio Asset Allocation & Performance – 2026 2nd Quarter Update (July) — My Money Blog
Here is my 2026 2nd Quarter portfolio update that includes 401k/403b/IRAs and taxable brokerage accounts but excludes our house and...
Tax Help for Self-Employed Individuals
Key Takeaways Self-employed individuals are responsible for paying both federal income tax and self-employment tax, as well as making quarterly estimated tax...
MMB Portfolio Dividend & Interest Income – 2026 2nd Quarter Update (July) — My Money Blog
Here’s my 2026 2nd Quarter income update as a companion post to my 2026 1st Quarter asset allocation & performance...
How Much Should I Withhold On My W-4?
Key Takeaways Form W-4 tells your employer how much federal income tax to withhold from each paycheck, helping determine whether you receive...
Block Fraudulent ACAT Transfer Brokerage Scams — My Money Blog
Vanguard recently rolled out a new “Security Score” that encourages folks to activate all of the various security features they...
What is an Enrolled Agent?
Key Takeaways An enrolled agent (EA) is a federally licensed tax professional authorized by the U.S. Department of the Treasury...
11-Month No-Penalty CD at 3.90% APY, Platinum Savings 3.75% APY — My Money Blog
Rate hike for No-Penalty CD. CIT Bank (not to be confused with Citi Bank) is an online-only bank that has...
What Businesses Need to Know
For years, California has been one of the few major states where Software as a Service (SaaS) has generally not...
Bank Accounts, Treasury Bills, Money Markets, ETFs – July 2026 — My Money Blog
Here’s my monthly survey of the best interest rates on cash as of July 2026, roughly sorted from shortest to...
FBAR vs. FATCA: What’s the Difference? | Optima Tax Relief
Key Takeaways FBAR and FATCA are separate reporting requirements. The FBAR (FinCEN Form 114) is filed with FinCEN to report...
Investing in US Stocks Has Been Quite Rewarding — My Money Blog
What’s on my mind these days? Here’s one thing. Based on this Bridgewater article, out of any 15-year period to...
