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How I Successfully Appealed an IRS Penalty
Wed, 06/10/15 | 2 Comments
How I Successfully Appealed an IRS Penalty

By all accounts, I’ve been a diligent taxpayer for the last decade plus – never a late fee, never a need for extension, never a penalty, never an audit (or reason to be audited).
So I …

Umbrella Insurance: the Insurance Policy you Should have, but Don’t
Mon, 06/1/15 | 27 Comments
Umbrella Insurance: the Insurance Policy you Should have, but Don’t

Umbrella insurance is not top of mind for most people like other forms of insurance. I rarely hear anyone mention it (definitely not our trusted personal finance gurus). Up until about a year ago, I …

The 2015 Energy Tax Credits (Available at this Time)
Wed, 05/13/15 | 3 Comments
The 2015 Energy Tax Credits (Available at this Time)

Before I cover the 2015 energy tax credits available to taxpayers, it’s worth pointing out that everything in this article could change by end of year, as last year’s energy tax credits were (and the …

The Problem with Mainstream Personal Finance Gurus (and the 10% Rule)
Mon, 05/4/15 | 34 Comments
The Problem with Mainstream Personal Finance Gurus (and the 10% Rule)

A while back, I was in a job interview for a different role at my present employer. The interviewer, who knew of my personal finance writing background, concluded his round of questioning with this:
“So, what …

The Impact of Saving our Tax Refunds
Mon, 04/13/15 | 7 Comments
The Impact of Saving our Tax Refunds

As we creep towards this week’s tax deadline, the IRS has been churning out data on average tax refunds already. So far this year, the average tax refund has come in at $2,893 – with …

40+ Hours a Week Making Money & ZERO on Personal Finance? INSANITY!
Mon, 03/23/15 | 15 Comments
40+ Hours a Week Making Money & ZERO on Personal Finance? INSANITY!

Lets talk about personal finance time investment.
One of the great profound mysteries that I have been completely unable to understand or solve in my 7+ years of personal finance blogging is why the masses invest …


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